Anchorage, AK Office

Team
Updated today
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Charles Schwab

Institution

Firm-wide stats for Charles Schwab

Total advisors

6,777

Across 756 offices

Clients per advisor

141 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Charles Schwab & Co., Inc. serves a very large client base—primarily high‑ and ultra‑high‑net‑worth individuals and related accounts—through its Schwab Wealth Advisory wrap fee program and affiliated managed‑account and financial planning services. As a dual‑registered broker‑dealer and investment adviser, Schwab acts as program sponsor and custodian and provides bundled (wrap) advisory, brokerage, custody, and cash‑sweep services.

Schwab’s client relationship model for the SWA Program is primarily non‑discretionary: Schwab Wealth Advisory, Inc. (SWAI) provides periodic buy/sell and allocation recommendations while clients retain final decision‑making, and Schwab also offers access to discretionary SMAs (Schwab Wealth Portfolios) managed by an affiliate, Charles Schwab Investment Management (CSIM). Investment guidance is delivered using multi‑asset model portfolios with strategic asset allocation (and optional tactical tilts), written advice policies and periodic reviews, and Schwab Center for Financial Research due diligence on alternative investments available through its Alternative Investments Select program.

What is noteworthy about Schwab compared with many peers is its scale and integrated structure: it serves hundreds of thousands of clients through thousands of representatives and multiple wrap programs, which results in relatively high client coverage per advisor and centralized supervisory, custody, and order‑routing arrangements. Schwab also has a distinctive operational footprint for a wealth program — it combines non‑discretionary advisory relationships with access to affiliated discretionary SMAs, a formal alternative‑investment onboarding and placement process, and cash‑sweep mechanisms that vary by client residence.

Based on Charles Schwab

Expertise

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

Based on Charles Schwab

Location

1400 W Benson Blvd, Suite 180

Anchorage AK 99503-3688

Advisors at this office

7

Advisors at this office

user avatar

Jerret G

Series 66

Anchorage, AK

Charles Schwab

Jerret Gervell is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2022. His prior experience includes positions at Advancial Federal Credit Union, TD Ameritrade, and Best Buy. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment research, and integrated brokerage and custody services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar

Russell C

Series 63, Series 66

Anchorage, AK

Charles Schwab

Russell Carlton is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2019, he worked at Polar Wire Products from 2015 to 2019. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar

Kyle N

CFP®, Series 65, Series 63

Anchorage, AK

Charles Schwab

Kyle Nikerle is a CFP® professional with seven years of industry experience, currently with Charles Schwab in Anchorage, AK. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2018, following three years at Northwest Financial Services. Prior to his financial career, he held positions at Cedarville University and Burton Snowboards. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing a combination of brokerage, advisory, custody, and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and due diligence on alternative investments.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Donald N

Series 63, Series 66

Anchorage, AK

Charles Schwab

Donald Northrop is a financial advisor with Charles Schwab in Anchorage, AK, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2003 and has worked at Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized supervision with access to alternative investments and cash-sweep features.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar

Landon T

Series 63, Series 66

Anchorage, AK

Charles Schwab

Landon Temple is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2022, following four years at TD Ameritrade and two years at Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar

Crystal C

Series 66

Anchorage, AK

Charles Schwab

Crystal Curran is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2015. Outside of her advisory role, she is involved in real estate property management and serves as treasury secretary for the Tudor Square Condo Association in Anchorage, Alaska. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers centralized custody and order-routing services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar

Randall M

Series 63, Series 65

Anchorage, AK

Charles Schwab

Randall Maes is a financial advisor with Charles Schwab in Anchorage, AK, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Charles Schwab since 1995 and has been involved with Holy Cross Parish since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive range of brokerage, custody, and cash-sweep services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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