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Thomas Walter Gisler

Advisor at Equitable Advisors — Juneau, AK

Updated today

Credentials

CFP®, Series 66

Experience

9 years

Location

Juneau, AK 99801

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,620

Across 968 offices

Clients per advisor

16 Very Low

Avg AUM per client

$570,841 High

HNW client ratio

47% Very High

About

Thomas Gisler is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2016. Prior to this role, he was affiliated with Axa Advisors, LLC. He also acts as a Registered Sales Assistant to Randy Hurtte at Stellar Financial Services. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Client services

Based on Equitable Advisors

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

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

See office

Juneau, AK

2235 N. Jordan Ave.

Juneau AK 99801

Advisors at this office

2

Most active in

Alaska · Texas

Work history

9 years of industry experience

Equitable Advisors

2016 - Present • 10 years

New York, NY

Axa Advisors, Llc

2016 - 2020 • 4 years

New York, NY

Randy Hurtt

2016 - Present • 10 years

Juneau, 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

Daniel T

Series 65, Series 63

Juneau, AK

First Command Advisory Services

Daniel Torrey is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses. He has prior experience in the US Coast Guard, serving for 26 years, and has worked in various roles at First Command entities and Voices since 2025. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment decisions made by a centralized team selecting from preapproved managers and model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Warren R

Series 66

Juneau, AK

First Command Advisory Services

Warren Russell is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously worked for General Communications Incorporated (GCI) for 14 years before joining First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs that utilize a centralized Investment Management Team to manage model portfolios and approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

George L

CFP®, Series 65

Juneau, AK

Cresset Asset Management, LLC

George Lujan is a CFP® and Series 65-licensed financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He previously worked at True Capital Management LLC for six years before joining Cresset in 2023. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private-fund management.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
user avatar

Cindy S

Series 66

Juneau, AK

Raymond James Financial

Cindy Stadt is a financial advisor at Raymond James Financial in Juneau, Alaska, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Benjamin Gilbert DDS and Richard Chan Orthodontics, as well as involvement with the City and Borough of Juneau COVID hotline. She is also associated with Willoughby Wealth Partners as a non-investment-related activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools like risk profiling and probability modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Kerri W

Series 66

Juneau, AK

Raymond James Financial

Kerri Woodsum is a financial advisor with Raymond James Financial in Juneau, Alaska, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc. in 2022, she worked for Edward Jones for 14 years. She is involved with Silvertree Collective and Willoughby Wealth Partners, both affiliated entities in Juneau. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides non-discretionary planning and consulting tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

William G

Series 66

Juneau, AK

Equitable Advisors

William Gisler is a financial advisor with Equitable Advisors in Juneau, Alaska, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Randy Hurtte and Stellar Financial Services and has a background in engineering roles at Schneider Electric and KFI Engineers. Gisler has also worked as a registered sales assistant in conjunction with his advisory roles. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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