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Chad R Hufford

Advisor at Planmember Securities Corporation — Anchorage, AK

Updated today

Credentials

Series 66

Experience

18 years

Location

Anchorage, AK 99507

Planmember Securities Corporation logo

Planmember Securities Corporation

Enterprise

Total advisors

427

Across 173 offices

Clients per advisor

163 Very High

Avg AUM per client

$132,363 Very Low

HNW client ratio

1% Very Low

About

Chad Hufford is a financial advisor with PlanMember Securities Corporation in Anchorage, Alaska, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with PlanMember since 2007 and also operates Veritas Wealth Management and Veritas Wealth Solutions. In addition to his advisory roles, he is the author of the book Forging Financial Freedom (2024). PlanMember provides retirement-plan advisory services primarily to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolio management. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

Client services

Based on Planmember Securities Corporation

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Provides investment supervisory services

Expertise

Based on Planmember Securities Corporation

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy

Occupation focus

Based on Planmember Securities Corporation

Founder/Business Owner

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Fee options

Percentage

Up to 0.50% annually of assets invested in the Plan for investment fiduciary services; Up to 0.50% annually of assets invested in the Portfolios (includes 0.025% portfolio unitization fee)

Location

See office

Anchorage, AK

2665 E Tudor Rd., Suite 202

Anchorage AK 99507

Advisors at this office

5

Most active in

Alaska · Texas

Work history

18 years of industry experience

Forging Financial Freedom - Book

2024 - Present • 2 years

Anchorage, AK

Veritas Wealth Solutions

2021 - Present • 5 years

Anchorage, AK

Veritas Wealth Management

2015 - Present • 11 years

Anchorage, AK

Planmember Securities Corporation

2013 - Present • 13 years

Anchorage, AK

Planmember Securities Corporation

2007 - Present • 19 years

Carpinteria, CA

Disclosures

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

Business activities & affiliations

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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
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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
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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
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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
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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
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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
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