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Nicholas Isaac Cohen

Alaska Wealth Advisors

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About Nicholas Isaac Cohen

Nicholas Cohen is a financial advisor with Alaska Wealth Advisors located in Anchorage, AK. Nicholas has been a registered investment advisor since 2019. Nicholas has experience in providing financial planning and portfolio management for both individuals and businesses. Nicholas is also a Certified Financial Planner. Nicholas has experience working with clients of various types including high-net-worth individuals, corporations, and charitable organizations. Nicholas's previous employment experience includes positions at CUNA Brokerage Services, CUSO Financial Services, and Waddell & Reed.

Firm Information

Nicholas Cohen 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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Nicholas Cohen’s Registration & Firm History

AK

06/21/2019 - Present

Alaska Wealth Advisors (ANCHORAGE AK)

AK

05/26/2017 - 05/24/2019

CUNA BROKERAGE SERVICES, INC. (Anchorage AK)

AK

04/18/2016 - 04/17/2017

CUSO FINANCIAL SERVICES, L.P. (ANCHORAGE AK)

AK

01/20/2016 - 03/19/2016

WADDELL & REED (ANCHORAGE AK)

AZ

08/24/2015 - 11/11/2015

AXA ADVISORS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 10/15/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Isaac Cohen.
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