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Linda Ann Anschultz

Investment Adviser Representative at Golden State Wealth Management, LLC

Westlake Village, CACRD #1199088Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
41 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Linda Ann Anschultz is an investment adviser representative with Golden State Wealth Management, LLC in Westlake Village, CA, where they have been registered since 2019. They have worked in the securities industry since 1985 and have been registered with 4 firms, including Morgan Stanley and Morgan Stanley & Co. Incorporated. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
3 states and territories

California, Virginia, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/4/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 2/18/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/19/1983
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 7/11/1992

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Golden State Wealth Management, LLCCurrent
1/17/2019 – Westlake Village, CA
Morgan Stanley
6/1/2009 – 1/23/2017Westlake Village, CA
Morgan Stanley & Co. Incorporated
8/23/2007 – 6/1/2009Thousand Oaks, CA
RBC DAIN Rauscher Inc.
5/28/2002 – 8/6/2007Woodland Hills, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morgan Stanley & Co., Incorporated
    Aug 2007 – Jan 2017Thousand Oaks, CA
  2. Morgan Stanley Smith Barney
    Jun 2009 – Jan 2017Thousand Oaks, CA
  3. LPL Financial, LLC
    Jan 2017 – no end date reportedWestlake Village, CA
  4. Golden State Wealth Management, LLC
    Jan 2017 – no end date reportedWestlake Village, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Golden State Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning and investment advisory services, including a holistic approach to clients' overall financial picture, delivered in person, over the phone, or via video chat.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Financial PlanningWealth ManagementInvestmentsHolistic Financial AdviceRetirement PlanningCFP

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
48
Offices listed on AdvisorFinder:
30
Main office:
Powell, WY
SEC file number:
801-107445

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 4, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Linda Ann Anschultz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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