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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kenai, AK

Every SEC-registered investment adviser representative at a firm office in Kenai, with the firms that employ the most of them.

7 registered advisors work in Kenai; the most are at Edward Jones (3). 0 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Kenai

FirmAdvisors in Kenai
Edward Jones news3
State Farm Investment Management Corp.2
Centaurus Financial, Inc.1
Coldstream Wealth Management1

Advisors in Kenai, A to Z

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Other cities in Alaska

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Anchorage 264Fairbanks 30Wasilla 23Juneau 19Soldotna 10Eagle River 8Palmer 8Homer 6Sitka 5

Questions

How many financial advisors are in Kenai, AK?

7 investment adviser representatives are registered at firm offices in Kenai, Alaska, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Kenai?

Edward Jones, with 3 registered advisors in Kenai, followed by State Farm Investment Management Corp. with 2.

How do I check a financial advisor in Kenai?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.