Anchorage, AK Centerpoint Drive Office

Team
Updated today

Client AUM

$168,363,322,054

Clients

236,131

Advisors

8

Of 2,616 advisors across 299 offices

Location

3800 Centerpoint Drive, #1120

Anchorage AK 99503

Advisors at this office

8

Advisors at this office

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Sean D

Series 66

Anchorage, AK

Robert Baird & Co.

Sean Doche is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2022. Prior to joining Baird, he held roles in marketing and hospitality and attended Gonzaga University. Sean is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The firm offers a range of financial planning and portfolio management services, tailoring strategies to client goals through a mix of in-house and third-party managers, including traditional and non-traditional investment options.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Adam S

CFA®

Anchorage, AK

Robert Baird & Co.

Adam Sander is a CFA® charterholder with Robert W. Baird & Co., based in Anchorage, AK. He joined Baird in 2025 and has prior experience at All Aboard America Holdings, Inc. Outside of his advisory role, he is the owner of a rental property in Littleton, CO. Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through its Private Wealth Management department, offering financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing approaches, supported by ongoing manager oversight and internal research.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Rachel B

CFP®, Series 66

Anchorage, AK

Robert Baird & Co.

Rachel Bunnell is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as treasurer for the Anchorage chapter of Jack and Jill of America and for Jack and Jill, Inc., and provides divorce financial analysis through the Alaska Association of Collaborative Divorce. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients through tailored financial planning and portfolio management strategies that include both traditional and non-traditional investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brandon B

Series 63, Series 65

Anchorage, AK

Robert Baird & Co.

Brandon Berdecia is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CrowdStreet Capital, LLC, Charles Schwab, and BNB Bank. Berdecia is a passive participant in Steward Lending LLC, a non-investment-related activity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of financial planning, portfolio management, and advisory services. The firm manages approximately $394 billion in regulatory assets and employs a range of strategies including manager-traded and model-traded separately managed accounts, with ongoing manager selection supported by internal research and technology tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jeffery T

Series 63, Series 65

Anchorage, AK

Robert Baird & Co.

Jeffery Todd is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jeffery is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Richard H

Series 63, Series 65

Anchorage, AK

Robert Baird & Co.

Richard Hansen Jr. is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Baird since 2022, following six years at Wells Fargo Clearing and additional roles within the Wells Fargo organization. Outside of his advisory work, Hansen serves as a personal care attendant with Arctic Care Services in Anchorage, assisting with household duties. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, with a range of investment strategies from traditional allocations to more complex approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Timothy F

Series 66

Anchorage, AK

Robert Baird & Co.

Timothy Frey is a financial advisor with Robert Baird & Co. in Anchorage, Alaska, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert Baird since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Grant S

Series 63, Series 65

Anchorage, AK

Robert Baird & Co.

Grant Shearer is a financial advisor at Robert W. Baird & Co. in Anchorage, AK, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for the Municipality of Anchorage Trust Fund. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The firm provides tailored consulting and portfolio services, utilizing a range of investment strategies and overlay services, and also offers municipal advisory and public finance services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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