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Laura Gerber Bruce

Alaska Wealth Advisors

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About Laura Gerber Bruce

Laura Gerber Bruce is a financial advisor in Anchorage, AK. Laura is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT. She has been working in the financial industry since 1996. Laura is currently registered with the state of Alaska and Texas as an Investment Advisor Representative. Laura is a registered representative of Alaska Wealth Advisors, a firm with its main office in Anchorage, AK. Laura previously worked for KMS Financial Services, Inc., Aurora Securities, Wachovia Securities, Inc., BA Investment Services, Inc. and Seafirst Investment Services, Inc. Alaska Wealth Advisors provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Laura has a strong track record of helping clients achieve their financial goals.

Firm Information

Laura Bruce is currently registered with Alaska Wealth Advisors. Alaska Wealth Advisors is an investment advisor based in Anchorage, AK. The firm manages approximately $874.94 million in regulatory assets under management. Their services include financial planning, portfolio management for individuals, selection of other advisers, and portfolio management for profit sharing plans. They serve individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
Alaska Wealth Advisors

3800 CENTERPOINT DRIVE

ANCHORAGE, AK 99503

$874.94M

Assets Under Management

25

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for profit sharing plans

Portfolio management for profit sharing plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laura Bruce’s Registration & Firm History

AK

02/12/2015 - Present

Alaska Wealth Advisors (ANCHORAGE AK)

AK

12/19/2006 - 11/30/2007

KMS FINANCIAL SERVICES, INC. (ANCHORAGE AK)

AK

04/08/2004 - 12/19/2006

AURORA SECURITIES (ANCHORAGE AK)

MO

06/08/1999 - 01/02/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

CA

07/01/1998 - 06/10/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

WA

11/20/1996 - 07/01/1998

SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)

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Licenses & Designations

IA

Issued 12/16/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Gerber Bruce.
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