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Financial Advisors in Alaska
510 Results
Unclaimed

LPL Financial LLC

location

ANCHORAGE, AK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Claire Feldhusen Pywell is a registered investment advisor representative with LPL Financial LLC. Claire has been in the financial services industry since 2022. Claire is licensed in multiple states, including Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Michigan, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Claire holds the following licenses: Series 66, Series 7TO, and SIE. Claire has experience working for several organizations, including the Municipality of Anchorage, Recall Dunleavy, and Alaska Rock Gym.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Morgan Stanley

location

ANCHORAGE, AK

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Clark Christopher Rush is a financial advisor with over 40 years of experience. Clark Rush is currently registered with Morgan Stanley. Clark Rush also has previous registrations with MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., BOETTCHER & COMPANY, INC., SHEARSON LEHMAN BROTHERS INC., and FOSTER & MARSHALL/AMERICAN EXPRESS INC. Clark Rush is a registered investment advisor in Alaska, Texas and a few other states. Clark Rush provides financial planning, pension consulting, and educational seminars. Clark Rush also manages portfolios for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Osaic Wealth, Inc. | CFC ® (Certifications)

location

ANCHORAGE, AK

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Clay Garner Prosise is a financial advisor with over 20 years of experience in the industry. Clay is currently registered with Osaic Wealth, Inc. in Anchorage, AK. Clay is also registered in 32 states and holds a variety of licenses including Series 6, 7, 24, 63, and 65. Clay also holds the Chartered Financial Consultant designation. Prior to joining Osaic Wealth, Inc., Clay worked at AIG Retirement Advisors, Inc. in Anchorage, AK and The Variable Annuity Marketing Company in Houston, TX. Clay provides a wide range of services including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Alaska Wealth Advisors | CFP ® (Certifications)

location

ANCHORAGE, AK

0 Disclosures

ADVISOR BIO

Connor Michael is a financial advisor and Certified Financial Planner™ professional with Alaska Wealth Advisors. Connor has been in the industry since 2018 and is registered with the state of Alaska. Connor has experience in portfolio management, financial planning, and the selection of other advisors. Connor also manages rental properties.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR PROFIT SHARING PLANS
Unclaimed
location

CORDOVA, AK

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Craig Kuntz is an investment advisor representative at Edward Jones. Craig is registered with the state of Alaska and Texas as both a broker and an investment advisor. Craig is currently working at the Cordova, AK branch office of Edward Jones. Craig is licensed to sell a wide range of financial products and services, and has several years of experience in the financial industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Kodiak, AK

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Holmes Johnson is a financial advisor with over 24 years of experience in the industry. Johnson currently works at Raymond James Financial Services Advisors, Inc. in Kodiak, AK. Johnson holds Series 6, 7, 63, and 66 licenses. He has earned the Certified Financial Planner designation. Johnson is a financial advisor with a strong background in providing financial planning services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Financial LLC

location

ANCHORAGE, AK

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Craig Jung is a financial advisor with over 20 years of experience in the industry. Craig currently works at LPL Financial LLC, where he has been since February 2002. Craig is a Series 6, 63, and SIE licensed professional. Craig is registered in 15 states and has a strong track record of success in helping clients achieve their financial goals. Prior to LPL Financial LLC, Craig worked at PLANMEMBER SECURITIES CORPORATION, INSTITUTIONAL SECURITIES CORPORATION, and SAFECO INVESTMENT SERVICES, INC. Craig is committed to providing personalized advice and guidance to his clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Charles Schwab & CO., Inc.

location

Anchorage, AK

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Crystal Alyse Curran is a registered representative and investment advisor representative. Crystal has been in the industry since August 2015 and is currently registered with Charles Schwab & Co., Inc.. Crystal is licensed in 19 states and holds Series 66, SIE, and Series 7 securities licenses. Crystal has experience in providing financial planning and portfolio management services to clients. Crystal also provides services through wrap fee programs and financial planning advisor referral programs. Crystal is a valuable resource for clients seeking financial guidance and investment advice.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Nylife Securities LLC

location

ANCHORAGE, AK

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Curtis Lynn Urling has been in the securities industry since June 15, 1987. Curtis is currently registered with Nylife Securities LLC, a broker-dealer, in Anchorage, Alaska. Curtis is registered with the state of Alaska and ten other states. Curtis is also licensed to sell investment company products and variable contracts.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

SITKA, AK

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Gibson is a financial advisor with over 23 years of experience in the financial services industry. Cynthia has a series 66, series 7, and SIE licenses and is a CERTIFIED FINANCIAL PLANNER™. Cynthia is a registered representative of LPL Financial LLC and an Investment Advisor Representative of Wayfinder Wealth, LLC. Cynthia's current registrations include Alaska and Texas. In the past, Cynthia was also a registered representative of Waddell & Reed, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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