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9 advisors near
99669
within the area shown on the map
Out of 400,000+ nationwide
Tanner L
CFP®, Series 65
Kasilof, AK
Link Asset Management LLC
Tanner Link is a financial advisor at Link Asset Management LLC in Kasilof, AK, holding the CFP® designation and a Series 65 license with four years of industry experience. His prior experience includes roles at KeyBank and the University of Alaska, as well as six years of service in the United States Air Force. He is also a licensed insurance agent. Link Asset Management LLC provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages roughly $3.74 million for about 30 clients, offering customized investment programs that incorporate low-cost mutual funds, ETFs, and other securities, with a combination of fundamental and technical analysis and a generally long-term investment approach.
Robert W
Series 66
Soldotna, AK
Wells Fargo Clearing
Robert Whittenberg is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo since 2001, including ten years at Wells Fargo Investments, LLC. He is based in Soldotna, Alaska. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.
Indy W
Series 63, Series 66
Soldotna, AK
Edward Jones
Indy Walton is a financial advisor at Edward Jones with 24 years of industry experience, having been with the firm since 2002. He holds Series 63 and Series 66 designations. Outside of his advisory role, he owns and consults for a fishing lodge, manages two commercial fishing boats, and has experience in commercial fishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Ryan K
Series 63, Series 66
Soldotna, AK
Edward Jones
Ryan Kapp is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he participates in the finance council of Our Lady of Perpetual Help Catholic Church in Soldotna, AK, overseeing the parish’s finances, and has appeared on KSRM Radio Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Russell B
CFP®, Series 63, Series 66
Soldotna, AK
Cetera
Russell Burton is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Cetera. His career includes long-term roles at Concourse Financial Group Securities Inc and Everence Trust Company. He serves on the boards of Kings View Corporation and the Performing Arts Society in Kenai, AK. Cetera Investment Advisers LLC is an SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to third-party money managers.
Robert R
CFP®, Series 66
Soldotna, AK
Edward Jones
Robert Ross is a CFP® and Series 66-registered financial advisor at Edward Jones with six years at the firm and a total of five years of industry experience. Before joining Edward Jones in 2020, he worked for Marathon Petroleum for ten years. Outside of financial advising, Ross owns a small sporting goods business and co-manages a recreational gold claim in Soldotna, Alaska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and supports a large nationwide network of financial advisors and branch offices.
Ashley W
CFP®, Series 66
Soldotna, AK
Edward Jones
Ashley Walton is a CFP® professional with five years of industry experience. She has worked at Edward Jones since 2020 and previously held roles at Goldman Sachs and Best Buy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.
January D
Series 66
Soldotna, AK
Edward Jones
January Dreier is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, Dreier worked at Gal Friday Solutions for four years. Outside of finance, Dreier has worked as a bartender at Kenai Joe's Taphouse in Kenai, AK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.
Josselyn O
CFP®, Series 66
Soldotna, AK
Edward Jones
Josselyn O'Connor is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with Cenergy International Services LLC on the Alaska LNG Project and has been involved with J. O'Connor Company LLC since 2016. She is also associated with OSOC Industries Inc., which receives dividend income. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.
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Finding advisors...
9 advisors near
99669
within the area shown on the map
Out of 400,000+ nationwide