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Kennon James Belisle

Advisor at Lincoln Investment — Anchorage, AK

Updated today

Credentials

CFP®, ChFC®, Series 63

Experience

34 years

Location

Anchorage, AK

Lincoln Investment logo

Lincoln Investment

Enterprise

Total advisors

333

Across 305 offices

Clients per advisor

415 Very High

Avg AUM per client

$157,266 Very Low

HNW client ratio

3% Low

About

Kennon Belisle is a CFP® and ChFC® with 34 years of industry experience, currently serving as an advisor with Lincoln Investment. He previously worked for Horace Mann Investors Inc for over three decades before joining Lincoln Investment and Capital Analysts in 2023. Outside of his advisory work, he serves as president of Capital Insurance Services, Inc., where he receives residual insurance commissions, and is involved as a 50% member of a real estate management LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm utilizes a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team employing both strategic and tactical approaches.

Client services

Based on Lincoln Investment

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lincoln Investment

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance

Occupation focus

Based on Lincoln Investment

Educators, Teachers, and Academics Self-Employed Executive

Demographic focus

Based on Lincoln Investment

Retired Mid-Career Professionals

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Fee options

Fixed

Flat fees for financial planning and consulting services, negotiable and disclosed in Planning Services Agreement

Percentage

$0 - $500,000: Wealth Solutions Platform Fee 0.15%; Workplace Retirement Solutions Platform Fee 0.24% $500,000.01 - $1,000,000: Wealth Solutions Platform Fee 0.12%; Workplace Retirement Solutions Platform Fee 0.21% $1,000,000.01 - $2,000,000: Wealth Solutions Platform Fee 0.10%; Workplace Retirement Solutions Platform Fee 0.19% $2,000,000.01 - $5,000,000: Wealth Solutions Platform Fee 0.08%; Workplace Retirement Solutions Platform Fee 0.17% $5,000,000.01 - $10,000,000: Wealth Solutions Platform Fee 0.06%; Workplace Retirement Solutions Platform Fee 0.15% $10,000,000.01 - $20,000,000: Wealth Solutions Platform Fee 0.04%; Workplace Retirement Solutions Platform Fee 0.15% $20,000,000.01 - $35,000,000: Wealth Solutions Platform Fee 0.03%; Workplace Retirement Solutions Platform Fee 0.15% Over $35,000,000+: Wealth Solutions Platform Fee 0.02%; Workplace Retirement Solutions Platform Fee 0.15%

Commissions

Brokerage and insurance commissions and fees; additional compensation from third-party sales and marketing support; fees and commissions outside advisory services

Project-based

Hourly fees for financial planning services, negotiable and disclosed in Planning Services Agreement

Other

Fee-only: Financial planning fees charged on an hourly or flat fee basis, negotiable per agreement

Location

See office

Anchorage, AK

Anchorage AK

Advisors at this office

1

Most active in

Alaska

Work history

34 years of industry experience

Capital Analysts

2023 - Present • 3 years

Fort Washington, PA

Lincoln Investment

2023 - Present • 3 years

Fort Washington, PA

Horace Mann Investors Inc

1991 - 2022 • 31 years

Springfield, IL

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
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
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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 at Analogous Investment Management Limited Liability Company with six years of industry experience. He has worked at Analogous Investment Management since 2020 and previously had roles at Moose Run Golf Course and the University of Alaska Anchorage. Analogous Investment Management provides discretionary investment management primarily to individual and high-net-worth clients, focusing on portfolio construction and ongoing asset management. The firm uses macroeconomic analysis and modern portfolio theory to guide investment decisions, employing mainly buy-and-hold, passive, and dollar-cost averaging strategies.

Wealth management
user avatar

Kassi F

CFP®

Anchorage, AK

Artica Financial Services LLC

Kassi Fetters is a CERTIFIED FINANCIAL PLANNER™ at Artica Financial Services LLC with four years of industry experience. She has worked at Artica Financial Services since 2021 and previously spent six years at Outlook Financial Services. Artica Financial Services provides customized financial planning, divorce planning, investment management, cash management, and related consulting to individuals, small businesses, and estates. The firm follows a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and offers both ongoing relationships and limited-commitment engagements on a fee-only basis.

Divorce financial planning Cash flow / budgeting
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