user avatar

Brandon Nicholas Berdecia

Advisor at Robert Baird & Co. — Anchorage, AK Centerpoint Drive

Updated today

Credentials

Series 63, Series 65

Experience

5 years

Location

Anchorage, AK 99503

Robert Baird & Co. logo

Robert Baird & Co.

Institution

Total advisors

2,633

Across 300 offices

Clients per advisor

90 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

Brandon Berdecia is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CrowdStreet Capital, LLC, Charles Schwab, and BNB Bank. Berdecia is a passive participant in Steward Lending LLC, a non-investment-related activity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of financial planning, portfolio management, and advisory services. The firm manages approximately $394 billion in regulatory assets and employs a range of strategies including manager-traded and model-traded separately managed accounts, with ongoing manager selection supported by internal research and technology tools.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

See office

Anchorage, AK Centerpoint Drive

3800 Centerpoint Drive, #1120

Anchorage AK 99503

Advisors at this office

8

Most active in

Alaska

Work history

5 years of industry experience

Robert W. Baird & Co. Inc.

2023 - Present • 3 years

Anchorage, AK

Unemployed

2023 - 2023 • 1 year

Centereach, NY

CrowdStreet Capital, LLC

2022 - 2023 • 1 year

Austin, TX

Southampton Animal Shelter Foundation

2021 - 2022 • 1 year

Hampton Bays, NY

Southampton Animal Shelter Foundation

2021 - 2021 • 1 year

Hampton Bays, NY

Charles Schwab Bank

2018 - 2021 • 3 years

New York, NY

Charles Schwab & Co., Inc.

2018 - 2021 • 3 years

New York, NY

BNB Bank

2018 - 2018 • 1 year

Patchogue, NY

C & J Clark America

2017 - 2018 • 1 year

Lake Grove, NY

Franklin University Switzerland

2017 - 2017 • 1 year

Lugano

Arner Bank

2017 - 2017 • 1 year

Lugano

Franklin University Switzerland

2017 - 2017 • 1 year

Lugano

Pandora Jewelry

2016 - 2017 • 1 year

Lake Grove, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Sheila M

Series 65

Anchorage, AK

Outlook Financial Services

Sheila Miller is a financial advisor with Outlook Financial Services in Anchorage, AK, holding a Series 65 designation and over 37 years of industry experience. She has been with Outlook Financial Services since 1986. Outside of her advisory role, she serves as a personal representative for an estate and as trustee for an ongoing trust, managing related responsibilities outside of normal business hours. Outlook Financial Services is an independent firm offering fee-only financial planning and investment management to individuals and small businesses. The firm employs a strategic core-and-satellite investment approach using primarily no-load or low-load mutual funds and ETFs, and provides additional services such as cash flow management, bookkeeping, tax and estate planning.

Divorce financial planning Cash flow / budgeting General retirement planning General tax planning General estate planning guidance
user avatar

Jeffrey P

CFP®, Series 63, Series 66

Anchorage, AK

Alaska Wealth Management

Jeffrey Paine is a CFP®-certified financial advisor with 18 years of industry experience. He currently serves as the sole advisor at Alaska Wealth Management, where he has worked since 2022. Prior to this, he held positions at Charles Schwab Bank and Charles Schwab & Co., Inc. He is also a licensed insurance agent and a guitarist who has released an album on iTunes. Alaska Wealth Management provides portfolio management, financial planning, third-party adviser selection, and retirement plan consulting to individuals, trusts, estates, corporations, and other business entities. The firm employs multiple analysis methods and offers both discretionary and non-discretionary investment services, combining retail advisory and institutional retirement-plan consulting.

Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Matthew S

ChFC®

Anchorage, AK

Stellar Wealth Management

Matthew Stelmaszek is a ChFC® credentialed financial advisor at Stellar Wealth Management in Anchorage, AK, with two years of advisory experience. His prior work includes positions with the United States Air Force and Department of the Air Force from 2018 to 2024. Stellar Wealth Management offers financial planning and hourly consultations focused on military personnel, federal employees, and small-business owners. The firm provides non-discretionary investment advice using asset-allocation principles and Modern Portfolio Theory, emphasizing low-cost, diversified mutual funds and ETFs.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Self-Employed Military & Veterans Government Employee Mid-Career Professionals
user avatar

Dylan R

Series 65

Anchorage, AK

Robertson, Dylan

Dylan Robertson is the sole advisor at Robertson, Dylan, an independent investment advisory firm. He holds a Series 65 designation and has one year of experience in financial advising. Prior to starting his advisory practice, Dylan worked for ANP Shipping for four years and currently serves as an accounting manager at Matson, an ocean freight transportation company. Robertson, Dylan provides tailored investment advice to individual clients through in-person or telephone consultations, focusing on diversified portfolios that mainly include indices and ETFs. The firm’s approach uses client suitability profiles to guide investment recommendations and operates without discretionary authority or custody of client assets.

Passive / index investing Wealth management
user avatar

Jeffrey T

Series 65

Anchorage, AK

Analogous Investment Management Limited Liability Company

Jeffrey Turner is a Series 65-licensed financial advisor with six years of industry experience. He is the sole advisor at Analogous Investment Management Limited Liability Company, an independent firm based in Anchorage, AK. Prior to his advisory role, he worked at Moose Run Golf Course and the University of Alaska Anchorage. Analogous Investment Management provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm constructs customized allocations using modern portfolio theory and macroeconomic analysis, employing strategies such as passive indexing, buy-and-hold, and dollar-cost averaging.

Passive / index investing
user avatar

Kassi F

CFP®

Anchorage, AK

Artica Financial Services LLC

Kassi Fetters is a CFP® professional with five years of experience in financial advising. She is the sole advisor at Artica Financial Services LLC in Anchorage, AK, where she has worked since 2021. Prior to that, she spent six years at Outlook Financial Services. Artica Financial Services provides customized financial planning, divorce planning, investment management, and consulting services to individuals, small businesses, and estates. The firm uses a fee-only, subscription-style pricing model and employs a core-and-satellite asset allocation strategy with diversified investment vehicles tailored to each client’s needs.

Divorce financial planning Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Terms of Service and Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")