A complete list of active advisors currently associated with Alaska Retirement

Warmer can help you find a great advisor at Alaska Retirement or one who fits your needs even better.

The firm works with individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, portfolio “MRI” analysis, and pension consulting. For investment management it refers clients to a named third‑party investment adviser and places client assets in that adviser’s mutual funds rather than executing discretionary trades in-house. The adviser documents each client’s goals and risk tolerance in an Investment Policy Statement and employs a range of analysis methods (including fundamental, quantitative, technical, and modern portfolio theory) with a long‑term investment orientation. The firm does not exercise trading discretion over client accounts; custody and execution are handled by custodians and the third‑party manager, and the firm conducts periodic reviews and provides custodian statements to clients. What is distinctive about the firm is its combination of services and affiliations: the principal is a licensed insurance agent who may offer commissionable insurance products (a disclosed potential conflict of interest), the firm provides pension plan consulting in addition to individual planning, and it operates an affiliated real‑estate savings platform. The practice also concentrates client assets with a single third‑party manager and maintains primarily non‑discretionary assets, which is less common among independently registered advisers of this size.

To learn more about the advisors currently working at Alaska Retirement, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.