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Ethan William Daniels

Advisor at &PARTNERS — Fairbanks, AK

Updated today

Credentials

Series 63, Series 65

Experience

4 years

Location

Fairbanks, AK 99709

&PARTNERS logo

&PARTNERS

Enterprise

Total advisors

555

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

Ethan Daniels is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and four years of industry experience. He has worked at Commonwealth Financial Network, SBS Retirement Consultants, Robinson & Ward P.C., and the University of Nevada Las Vegas. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services through both discretionary and non-discretionary approaches, using a combination of proprietary and third-party strategies.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired

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Fee options

Fixed

Negotiable fixed fees for financial planning and estate, trust, and family office administration consulting.

Commissions

Commissions assessed on certain transaction fees in addition to advisory fees.

Project-based

Hourly consulting fees as agreed with client, billed monthly.

Subscriptions

Subscription fees may be charged for services like research reports (e.g., $500/month).

Other

Fee-only: Negotiable fixed fees for advisory services and financial planning as agreed with client.

Location

See office

Fairbanks, AK

907 University Ave

Fairbanks AK 99709

Advisors at this office

5

Most active in

Alaska

Work history

4 years of industry experience

&PARTNERS

2026 - Present • 1 year

Nashville, TN

Commonwealth Financial Network

2023 - 2026 • 3 years

San Diego, CA

SBS Retirement Consultants

2023 - 2026 • 3 years

Fairbanks, AK

Commonwealth Financial Network

2022 - 2023 • 1 year

San Diego, CA

SBS Retirement Consultants

2021 - 2023 • 2 years

Fairbanks, AK

Commonwealth Financial Network

2021 - 2022 • 1 year

San Diego, CA

Robinson & Ward P.C

2020 - 2021 • 1 year

Fairbanks, AK

Beckley Mechanical

2020 - 2020 • 1 year

North Pole, AK

University of Nevada Las Vegas

2019 - 2020 • 1 year

Las Vegas, NV

Beckley Mechanical

2019 - 2019 • 1 year

North Pole, AK

Utility Services of Alaska

2018 - 2018 • 1 year

Fairbanks, AK

University of Alaska Fairbanks

2017 - 2019 • 2 years

Fairbanks, AK

Fairbanks B.E.S.T Program

2016 - 2017 • 1 year

Fairbanks, AK

Disclosures

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

Business activities & affiliations

Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax-loss harvesting Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Phil Y

Series 63

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

Phil Younker, Jr. is a financial advisor with Phil A. Younker & Associates, Ltd. in Fairbanks, Alaska, holding a Series 63 designation and over 30 years of industry experience. He has been with Phil Younker & Associates since 1986. Phil A. Younker & Associates provides discretionary portfolio management and wealth-planning services to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and businesses. The firm primarily uses passive investment management strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and third-party manager referrals.

Wealth management Multi-generational wealth transfer Passive / index investing
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Jaime G

Series 65

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

Jaime Graham is a financial advisor at Phil A. Younker & Associates, Ltd. with eight years of industry experience. He holds a Series 65 credential and has previously worked at Abridge Partners, LLC. Phil A. Younker & Associates provides discretionary portfolio management and wealth-planning services to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and businesses. The firm primarily uses passive investment strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and coordination with outside managers.

Wealth management Multi-generational wealth transfer Passive / index investing
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Myles B

Series 65

Fairbanks, AK

Hegdahl Investment Management, LLC

Myles Brady is an advisor at Hegdahl Investment Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he worked at Amazon.com for twelve years. Hegdahl Investment Management is a small, state-registered advisory firm serving individuals, retirement plans, private foundations, and nonprofit organizations. The firm’s investment process incorporates macroeconomic analysis and modern portfolio theory, using ETFs, mutual funds, and separately managed accounts, with additional tactical strategies for certain clients.

Active portfolio management Tax-loss harvesting Options & derivatives strategies General estate planning guidance
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Tammy K

Series 65

Fairbanks, AK

Elliott Cove Capital Management

Tammy Kosa is a Series 65-licensed financial advisor at Elliott Cove Capital Management with 20 years of industry experience. She has been with Elliott Cove since 2006 and also has a long tenure at Northrim Bank beginning in 2004. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs an asset-allocation approach using index-style model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, with discretionary management guided by an Investment Committee.

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

Series 65

Fairbanks, AK

Greenup Wealth

Joshua Church is a financial advisor with Greenup Wealth in Fairbanks, Alaska. He holds a Series 65 designation and has five years of industry experience, including prior roles at Arbor Capital Management and Eleanor Investment Inc. Before entering financial services, he worked in construction at Build Right Construction Inc. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and business entities, using a variety of analytical methods and investment strategies. The firm serves both discretionary and non-discretionary accounts and offers services for assets outside its custody, focusing on tax-efficient asset location and opportunistic rebalancing.

Options & derivatives strategies Active portfolio management Private / alternative investments
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