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Nicole Ponzio Squires

Alaska Wealth Advisors

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About Nicole Ponzio Squires

Nicole Squires is an Investment Adviser Representative at Alaska Wealth Advisors, registered with the state of Alaska. Nicole is a licensed professional with a focus on portfolio management for individuals and profit sharing plans. Nicole has experience in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC and First Command Financial Planning, Inc. Nicole holds the Series 66, Series 7 and SIE licenses and has a strong commitment to providing exceptional client service.

Firm Information

Nicole Squires 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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Nicole Squires’s Registration & Firm History

AK

07/18/2023 - Present

Alaska Wealth Advisors (ANCHORAGE AK)

AK

02/04/2020 - 07/11/2023

WELLS FARGO CLEARING SERVICES, LLC (ANCHORAGE AK)

AK

02/03/2016 - 01/16/2020

FIRST COMMAND FINANCIAL PLANNING, INC. (ANCHORAGE AK)

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Licenses & Designations

BOTH

Issued 03/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole Ponzio Squires.
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