Home | Who We Are | Jedd Anich, CFP®, ChFC®
—— INVESTMENT ADVISOR REPRESENTATIVE
Jedd Anich, CFP®, ChFC®
The topic of money is complex. We often seek advice to solve one problem and, in the process, uncover many more. For this reason, I take a holistic approach to thoroughly understand your entire situation and specific goals. Then, we create a plan that addresses all potential gaps. The goal is to make sure every decision you make is intentional, aligns with your life goals, and makes sense for your unique circumstances.
I currently hold the Series 65 and a life insurance license in Minnesota and am taking on new clients both in person and virtually. I value transparency and honesty in my practice and believe every person should have access to affordable portfolio management and financial planning services. Feel free to reach out for a free, comprehensive review of your situation.
Holding the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation means adhering to a strict code of ethics and standards, ensuring I always act in my clients' best interests. Becoming a CFP® Professional involves completing extensive coursework in investments, financial planning, taxes, insurance, estate planning, and retirement, and passing a comprehensive exam.
As a Chartered Financial Consultant (ChFC®), I have advanced financial planning expertise gained through comprehensive education and training. Candidates complete eight college-level courses, pass exams for each, and adhere to a strict code of ethics. This designation is awarded by the American College of Financial Services.
I enjoy time with friends and family, hunting, fishing, and spending time outdoors. I am passionate about the financial planning industry and dedicate most of my waking hours to it. Additionally, I enjoy sharing valuable information on our YouTube page, @splitrockprivatetrading.