Courtney Swift Rigdon

Advisor at Edward Jones — Wasilla, AK N Leatherleaf Loop

Updated today

Credentials

Series 66

Experience

1 year

Location

Wasilla, AK 99654

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Courtney Rigdon is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Rigdon worked at Alaska Clean Seas, a nonprofit organization, where she also serves as a consultant on accounting processes and procedures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Wasilla, AK N Leatherleaf Loop

1175 N Leatherleaf Loop Ste C

Wasilla AK 99654

Advisors at this office

2

Most active in

Alaska · Texas

Work history

1 year of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Alaska Clean Seas

2019 - 2024 • 5 years

Anchorage, AK

North Wind Group

2018 - 2019 • 1 year

Idaho Falls, ID

CIRI Services, Corporation

2016 - 2018 • 2 years

Palmer, AK

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

Matthew G

Series 65, Series 63

Wasilla, AK

HonorPoint Financial

Matthew Gorrell is an advisor at HonorPoint Financial in Wasilla, Alaska. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at H&R Block, the Wounded Warrior Project, and Mayo Clinic. He also owned and operated a skin care studio. HonorPoint Financial is an independent, virtual-first investment adviser serving individuals and families, including working households, veterans, and small business owners. The firm follows a passive, evidence-based investment approach using low-cost index funds and ETFs, focusing on comprehensive financial planning and portfolio rebalancing.

Tax strategies for small businesses Cash flow / budgeting Passive / index investing Military & Veterans Founder/Business Owner

Matthew P

CFP®, AAMS®

Wasilla, AK

Unburdened Financial Planning

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours! I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life. I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do? What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Charitable giving & philanthropy ESG / Sustainable investing Founder/Business Owner Retired Christian Faith Based Gen Y/Millennials (Born 1980-1995)
user avatar

Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience and a Series 65 credential. She has worked at Elliott Cove since 2015 and has been an assistant branch manager at Northrim Bank since 2006, where she is involved in leadership and management, sales, operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individual, high-net-worth, and institutional clients, including government entities. The firm employs a disciplined asset-allocation strategy based on the efficient-market hypothesis, focusing on index-style portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Paul H

Series 66

Wasilla, AK

Greenup Wealth

Paul Hurley is a financial advisor with Greenup Wealth and holds the Series 66 designation. He has 17 years of industry experience, including positions at Charles Schwab and Arbor Capital Management. Paul joined Greenup Wealth in 2026 and is based in Wasilla, Alaska. Greenup Wealth provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts while incorporating tax-efficient asset location and opportunistic rebalancing for assets not held in custody.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Amy C

Series 65, Series 63

Wasilla, AK

Elliott Cove Capital Management

Amy Cowger is a financial advisor with Elliott Cove Capital Management, holding Series 65 and Series 63 licenses and three years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Bank, NA, and previously held roles in higher education institutions. Outside of her advisory role, she serves as power of attorney for her father. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs a disciplined, index-style asset allocation approach using model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Floyd S

Series 63, Series 65

Wasilla, AK

CWM, LLC

Floyd Shilanski is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Shilanski & Associates, Inc. since 1983 and was previously with Summit Brokerage Services, Inc. from 2001 to 2018. Outside of advising, he organizes fishing groups for Alaska trips and serves as a speaker and coach in motivational and educational seminars. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios guided by an investment committee and incorporates fundamental and technical analysis along with third-party sub-advisors and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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