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Adam S
Series 65, Series 66
Anchorage, AK
Change Wealth Advisors
Adam Sikorski is a financial advisor at Change Wealth Advisors with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Private Client Wealth Advisors, First National Bank Alaska, and Morgan Stanley. Adam is based in Anchorage, AK. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a Modern Portfolio Theory-based approach with diversified portfolios constructed from ETFs, index funds, and mutual funds, and also employs higher-risk strategies such as margin and options trading.
Thomas K
Series 65
Port Orchard, WA
Change Wealth Advisors
Thomas Klein is a financial advisor at Change Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Private Client Wealth Advisors, Anchorage Water and Wastewater Utility, and First National Bank Alaska. Outside of his advisory role, Klein is a Certified Flight Instructor, teaching private pilot students and preparing them for their PPL exam. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses Modern Portfolio Theory with diversified ETF, index fund, and mutual fund models, and also employs higher-risk strategies such as margin and options trading.
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