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Robert Wayne Weaver

Advisor at OSAIC — Fairbanks, AK

Updated today

Credentials

Series 66

Experience

14 years

Location

Fairbanks, AK 99709

OSAIC logo

OSAIC

Institution

Total advisors

7,833

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Robert Weaver is a financial advisor with Osaic, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Financial Advisors and Younker-Keyes and Associates from 2011 to 2025. Outside of his advisory role, Weaver is also an insurance agent offering accident, health, disability, annuities, long-term care, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services utilizing various tools and third-party platforms to construct and manage portfolios across a wide range of investment types.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Fairbanks, AK

121 Spruce Avenue

Fairbanks AK 99709

Advisors at this office

3

Most active in

Alaska · Texas

Work history

14 years of industry experience

OSAIC

2025 - Present • 1 year

Fairbanks, AK

Lincoln Financial Advisors

2011 - 2025 • 14 years

Fairbanks, AK

Lincoln Financial Advisors / Younker-Keyes and Associates

2011 - 2025 • 14 years

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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