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Our Qualifications

We have been providing financial services to individuals and businesses in the Northern Kentucky area for 22 years.

We have extensive personal and professional experience.

Dave Anneken is a CPA/ CFP/MBA/CMFC, and is highly qualified and licensed to use a variety of investment and insurance products to provide a finely tailored financial plan for you.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue and your financial goals. Contact us! The sooner you get started, the better!

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC

Investment advisory services offered through Wealth Investment Network, Inc.

Wealth Investment Network, Inc., a registered investment adviser, is not affiliated with 1st Global Capital Corp.

We currently have individuals licensed to offer securities in the states of AZ, FL, GA, IN, KY, NC, OH, and TN. This is not an offer to sell securities in any other state or jurisdiction.