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Wayne Stanley Trana

Advisor at Blue Anchor Wealth Advisors, LLC — Ketchikan, AK

Updated today

Credentials

Series 65

Experience

2 years

Location

Ketchikan, AK 99901

Blue Anchor Wealth Advisors, LLC logo

Blue Anchor Wealth Advisors, LLC

Team

Total advisors

6

Clients per advisor

50 Typical

Avg AUM per client

$479,766 Low

HNW client ratio

12% Very Low

About

Wayne Trana is a financial advisor with Blue Anchor Wealth Advisors, LLC in Ketchikan, Alaska. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Anchor, he worked at Sorensen Appraisals Inc for 24 years. Outside of his advisory role, Wayne provides third-party administration services to qualified retirement plans through JV Associates. Blue Anchor Wealth Advisors offers financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes fundamental analysis and a financial-planning perspective, serving mostly individual households and pooled accounts with a fee-only compensation model.

Client services

Based on Blue Anchor Wealth Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Blue Anchor Wealth Advisors, LLC

Retirement income strategy Income planning Tax strategies for small businesses

Occupation focus

Based on Blue Anchor Wealth Advisors, LLC

Founder/Business Owner Retired

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Fee options

Percentage

1.5% annually of the value of the managed portfolio (negotiable)

Project-based

$195.00 per hour for financial planning and written investment advice (negotiable)

Other

Fee-only: $195.00 per hour for financial planning and written investment advice (negotiable)

Location

Ketchikan, AK

4079 Tongass Ave. Suite 204

Ketchikan AK 99901

Advisors at this office

6

Most active in

Alaska · California · Colorado · Oregon · Washington

Work history

2 years of industry experience

JV Associates, LTD

2024 - Present • 2 years

Hutchinson, MN

Sorensen Appraisals Inc

1999 - 2023 • 24 years

Hutchinson, MN

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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Tristan D

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Tristan Dahl is a financial advisor at Blue Anchor Wealth Advisors, LLC in Ketchikan, AK, holding a Series 65 credential. He joined the firm in 2025 and has less than one year of industry experience. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm serves mostly individual households and pooled accounts, delivering investment advice based on fundamental analysis and emphasizing a financial-planning perspective.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Fiona C

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Fiona Capell is a financial advisor at Blue Anchor Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at several companies, including Rover, Mysteries Inc., and Sino-US Corporate Services. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes a financial-planning approach using fundamental analysis and offers discretionary authority only when clients specifically grant it.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Matthew E

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Matthew Eisenhower is a financial advisor at Blue Anchor Wealth Advisors, LLC, holding a Series 65 designation with six years of industry experience. Prior to joining Blue Anchor in 2020, he worked for seven years at PeaceHealth Ketchikan Medical Center. Blue Anchor Wealth Advisors offers financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes a financial-planning perspective with fundamental analysis, serving primarily individual households and also managing pooled accounts such as employer-sponsored retirement plans and public entities.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Christine E

CFP®

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Christine Eisenhower is a CFP® professional with 11 years of industry experience. She has been with Blue Anchor Wealth Advisors, LLC since 2020 and previously worked at Otter Creek Partners for eight years. Eisenhower is also a Certified Public Accountant, though she is not currently practicing in that capacity. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm delivers investment advice using a financial-planning perspective with an emphasis on fundamental analysis and offers discretionary portfolio management only with client consent.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
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Zachary G

CFP®, Series 63, Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Zachary Guffy is a CFP® with seven years of industry experience, currently serving at Blue Anchor Wealth Advisors, LLC. His prior work includes roles at Beacon Pointe Advisors, LLC and JPMorgan Securities LLC. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local governments. The firm emphasizes a financial-planning perspective with investment advice based on fundamental analysis and manages portfolios primarily with client consultation.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Benjamin E

Series 63, Series 66

Ketchikan, AK

Edward Jones

Benjamin Edwards is a financial advisor with Edward Jones in Ketchikan, Alaska. He holds Series 63 and Series 66 registrations and has 11 years of industry experience, including prior work at Country Capital Management Company. He has owned the office location in Ketchikan since 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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