Financial ADVSR advisor directory · SEC adviser records
Alaska Wealth Advisors financial advisors in Anchorage, AK
Every SEC-registered investment adviser representative at a Alaska Wealth Advisors office in Anchorage, A to Z.
The short answer
12 registered advisors work at Alaska Wealth Advisors in Anchorage, out of 12 at the firm nationwide; it ranks number 8 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Alaska Wealth Advisors advisors in Anchorage, A to Z
Every Alaska Wealth Advisors advisor →- Aracelis S. BellInvestment adviser rep
- Laura G. BruceCertified Financial Planner, Chartered Financial Consultant
- Nicholas I. CohenCertified Financial Planner
- Kirsten L. HalpinChartered Financial Analyst
- Matthew R. KnellCertified Financial Planner
- Bryan LaubeCertified Financial Planner
- Leah R. LevingstonInvestment adviser rep
- Connor P. MichaelCertified Financial Planner
- Meghan A. MuñozCertified Financial Planner
- Derek W. StoneInvestment adviser rep
- Dave M. ValdezChartered Financial Consultant
- Antigone Z. ZervasInvestment adviser rep
Alaska Wealth Advisors advisors in every city and state →Alaska Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Anchorage
All Anchorage advisors →Wells Fargo Clearing Services, LLC 23Edward Jones 21UBS Financial Services Inc. 16LPL Financial LLC 15Eagle Strategies LLC 14Morgan Stanley 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Robert W. Baird & Co. Incorporated 11State Farm Investment Management Corp. 10Pfs Investments Inc. 8Raymond James & Associates, Inc. 6Ameriprise Financial Services, LLC 5
Questions
How many financial advisors does Alaska Wealth Advisors have in Anchorage?
12 investment adviser representatives are registered at Alaska Wealth Advisors offices in Anchorage, Alaska, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Alaska Wealth Advisors one of the largest advisor employers in Anchorage?
Alaska Wealth Advisors ranks number 8 in Anchorage by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 23.
How do I check a Alaska Wealth Advisors advisor in Anchorage?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Alaska Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.