TOP 10 Asset management in Alaska
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Merrill Lynch Financial Advisor Will Marshall
● ClosedLocated at 3601 C Street in Anchorage, Alaska, Merrill Lynch Financial Advisor Will Marshall is a trusted institution in the finance industry. With over a decade of experience, Will focuses on developing personalized strategies for individuals, families, and businesses to help them achieve their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation, demonstrating his expertise in wealth management. Will takes a comprehensive approach to financial planning, addressing topics such as retirement, education financing, and tax minimization. He also offers services such as Social Security maximization and legacy planning. At Merrill Lynch Wealth Management, Will and his team are dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's unique goals and priorities, and developing a tailored financial approach to help them achieve those goals. From retirement planning to wealth preservation, Will and his team provide the guidance and support needed to navigate the complexities of the financial markets and life changes.
3601 C St 14th floor, Anchorage, AK 99503, United States -
Thrivent Financial-Lutherans
● ClosedThrivent Financial-Lutherans, located at 1401 Helen Drive in Anchorage, Alaska, is a finance institution dedicated to helping individuals create a financial plan they can be confident about. Their team of financial advisors works to understand each client's unique situation and goals in order to provide tailored strategies and solutions. Through their Money Canvas™ virtual coaching service, clients can build healthier money habits at their own pace. Thrivent offers charitable planning options and generosity programs, allowing clients to give back to their communities. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs. Their mission is to help people make the most of all they've been given, achieve clarity, and live a more meaningful and generous life. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. Visit Thrivent.com for more information and to schedule a free intro appointment with a financial advisor.
1401 Helen Dr, Anchorage, AK 99515, United States -
Waddell & Reed Inc
● ClosedWaddell & Reed Inc is a finance institution located at 191 East Swanson Avenue in Wasilla, Alaska, United States. With a strong reputation for providing expert financial services and investment solutions, Waddell & Reed Inc is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, their team of experienced professionals is dedicated to providing personalized guidance and support. Visit Waddell & Reed Inc today to start building a secure financial future.
191 E Swanson Ave # 101, Wasilla, AK 99654, United States -
Acrisure Anchorage, AK (RISQ Consulting)
● ClosedAcrisure Anchorage, AK (RISQ Consulting) is a reputable insurance agency located at 582 East 36th Avenue in Anchorage, Alaska. With a strong presence in the United States, they offer a wide range of insurance solutions to meet the diverse needs of their clients. Their team of experienced professionals at RISQ Consulting provides personalized service and expert advice to help individuals and businesses protect their assets and manage risks effectively. Whether you are looking for auto, home, health, or business insurance, Acrisure Anchorage, AK (RISQ Consulting) is committed to providing you with the best coverage options to suit your specific requirements.
582 E 36th Ave Suite 300, Anchorage, AK 99503, United States -
Merrill Lynch Financial Advisor Harold E Heidersdorf
● ClosedMerrill Lynch Financial Advisor Harold E Heidersdorf is located at 801 West 10th Street in Juneau, Alaska, United States. This institution is a finance company that prides itself on providing exemplary client service. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Merrill's advisors have received recognition from financial industry publications such as Barron's and Forbes, setting the standard for excellence in wealth management. The Jurasz Hall Veliz Group, a six-member team at Merrill Lynch, has been entrusted with over $590 million in assets as of September 2023. They focus on risk assessment relative to a client's long-term financial goals and are recognized as one of the best wealth managers in Alaska. Peter, a member of the team, has been named to both the Barron's "Top 1,200 Financial Advisors" list and the Forbes "Best-in-State Wealth Advisors" list. The team's transparent reliability and compassionate approach to wealth management have earned them a reputation for excellence in the industry.
801 W 10th St Suite 300, Juneau, AK 99801, United States -
First Command
● ClosedFirst Command is a reputable financial institution located at 3000 Vintage Boulevard in Juneau, Alaska, United States. Specializing in banking, finance, and insurance services, First Command is dedicated to providing expert financial advice to military personnel, veterans, and their families. They offer a range of services including financial planning, investment management, and insurance solutions tailored to the unique needs of military families. At First Command, clients can benefit from the expertise of Financial Advisors who are experienced in working with military personnel and understand the challenges and opportunities that come with a military lifestyle. Whether clients are just starting their military careers or preparing for retirement, First Command is committed to helping them achieve their financial goals and build a secure future.
3000 Vintage Blvd Ste 290, Juneau, AK 99801, United States -
Merrill Lynch Financial Advisor Rebecca Hall
● ClosedMerrill Lynch Financial Advisor Rebecca Hall is a prestigious finance institution located at 801 West 10th Street in Juneau, Alaska, United States. The institution prides itself on its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team at Merrill Lynch is supported by global resources and is dedicated to building strong client relationships based on trust and personalized service. The Jurasz Hall Veliz Group, a six-member team at Merrill Lynch, has been entrusted with over $590 million in assets as of September 2023. They focus on risk assessment relative to clients' long-term financial goals and have been recognized as one of the best wealth managers in Alaska by Barron's and Forbes. In 2022, Peter was named to the Barron's "Top 1,200 Financial Advisors" list and the Forbes "Best-in-State Wealth Advisors" list. The team's transparent reliability, compassionate efficacy, and coordination in wealth management have earned them a strong reputation in the industry.
801 W 10th St Suite 300, Juneau, AK 99801, United States -
Merrill Lynch Financial Advisor Peter M Jurasz
● ClosedMerrill Lynch Financial Advisor Peter M Jurasz, located at 801 West 10th Street in Juneau, Alaska, is a distinguished institution in the finance industry. With a team of experienced professionals, they provide exemplary client service based on trust and personalized service. The Jurasz Hall Veliz Group, with over $590 million in assets as of September 2023, focuses on risk assessment relative to clients' long-term financial goals. Recognized by Barron's and Forbes, Peter Jurasz was named to the 2022 Barron's "Top 1,200 Financial Advisors" list and the 2022 Forbes "Best-in-State Wealth Advisors" list. With a commitment to building strong client relationships, Merrill Lynch Wealth Management aims to prioritize what matters most to their clients - family, goals, and priorities.
801 W 10th St Suite 300, Juneau, AK 99801, United States -
Merrill Lynch Financial Advisor Ryian Keir Jurasz
● ClosedMerrill Lynch Financial Advisor Ryian Keir Jurasz is a prestigious financial institution located at 801 West 10th Street in Juneau, Alaska, United States. The institution prides itself on its team of advisors who have been recognized by financial industry publications and Bank of America Corporation for their exemplary client service. The team, known as the Jurasz Hall Veliz Group, consists of six talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. With over $590 million in assets under management as of September 2023, the team focuses on risk assessment relative to clients' long-term financial goals. Their transparent reliability and compassionate approach to wealth management have earned them recognition as one of the top wealth managers in Alaska by Barron's and Forbes. In 2022, Peter was named to both the Barron's "Top 1,200 Financial Advisors" list and the Forbes "Best-in-State Wealth Advisors" list.
801 W 10th St Suite 300, Juneau, AK 99801, United States -
Nathan T Mckay, Financial Advisor - Sound Financial
● OpenNathan T McKay, Financial Advisor at Sound Financial, is a trusted institution located at 188 West Northern Lights Boulevard in Anchorage, Alaska. Specializing in providing sound financial advice and guidance, Nathan T McKay helps clients navigate the complex world of finance to achieve their financial goals. With a commitment to excellence and a focus on personalized service, Nathan T McKay is dedicated to helping clients secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Nathan T McKay is here to help you every step of the way. Visit us today to learn more about how we can help you achieve financial success.
188 W Northern Lights Blvd Suite 1300, Anchorage, AK 99503, United States -
Lincoln Financial Advisors
● OpenLincoln Financial Advisors is a leading financial institution located at 2700 Gambell Street in Anchorage, Alaska. As a trusted name in the finance industry, Lincoln Financial Advisors offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced advisors, Lincoln Financial Advisors provides personalized financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Lincoln Financial Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
2700 Gambell St STE 403, Anchorage, AK 99503, United States -
Jason Dennis, Wealth Advisor - Eagle Strategies
● OpenJason Dennis, Wealth Advisor at Eagle Strategies, is a trusted financial institution located in Anchorage, Alaska. With a focus on helping clients achieve their financial goals, Jason Dennis offers personalized wealth management services to individuals and families. Whether you are planning for retirement, saving for a child's education, or looking to grow your investments, Jason Dennis can provide expert guidance and support. Visit us at 188 West Northern Lights Boulevard to learn more about how we can help you secure your financial future.
188 W Northern Lights Blvd Suite 1300, Anchorage, AK 99503, United States -
Mike Vierzba - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMike Vierzba is a trusted financial advisor at Ameriprise Financial Services, LLC located in Anchorage, Alaska. With years of experience in the finance industry, Mike provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Mike Vierzba can help guide you towards a secure financial future. Visit him at 3201 C Street to start your journey towards financial success.
3201 C St #402, Anchorage, AK 99503, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services, located at 3401 Denali Street, Anchorage, Alaska, United States, is a finance institution dedicated to building long-term relationships based on trust, exceptional service, and sound investment strategies. Leonard & Martens, LLC, is an independent team of advisors who help clients manage wealth, plan for retirement, and preserve assets. As Investment Advisor Representatives, they follow a fiduciary standard, always putting the interests of their clients first. The advisors operate on a fee-basis, ensuring objective advice tailored to each client's unique needs. Clients can access valuable information, educational articles, and calculators on their website to evaluate their financial position and progress towards goals. Securities are offered through Raymond James Financial Services, Inc., and investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Leonard & Martens is not a registered broker/dealer and is independent of Raymond James Financial Services. Links provided on their website are for informational purposes only, and Raymond James does not endorse or sponsor any listed websites. Visit their site for more information and to watch interesting videos and use helpful calculators.
Denali Professional Center, 3401 Denali St #103, Anchorage, AK 99503, United States -
Edward Jones - Financial Advisor: T John Nelson
● OpenEdward Jones - Financial Advisor: T John Nelson is a reputable financial institution located at 4141 B Street in Anchorage, Alaska, United States. With a focus on providing personalized financial solutions, T John Nelson and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Edward Jones is committed to providing top-notch financial advice and guidance. Visit their office today to start building a secure financial future.
4141 B St STE 404, Anchorage, AK 99503, United States -
Wedbush Securities
● ClosedWedbush Securities is a leading financial institution located at 101 West Benson Boulevard in Anchorage, Alaska. Specializing in finance, Wedbush Securities offers a wide range of services including investment banking, asset management, and wealth management. With a strong reputation for excellence and a commitment to providing personalized financial solutions, Wedbush Securities is a trusted partner for individuals and businesses looking to achieve their financial goals.
101 W Benson Blvd #500, Anchorage, AK 99503, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 301 West Northern Lights Boulevard in Anchorage, Alaska. As a reputable financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized financial planning and investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial market and make informed decisions for a secure financial future.
301 W Northern Lights Blvd Suite 501, Anchorage, AK 99503, United States -
Edward Jones - Financial Advisor: Logan Larson, AAMS™
● ClosedEdward Jones - Financial Advisor: Logan Larson, AAMS™ is a reputable financial institution located at 1400 West Benson Boulevard in Anchorage, Alaska. Logan Larson, an Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized investment strategies and exceptional customer service, Edward Jones is dedicated to providing clients with the guidance and support needed to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the long term, Logan Larson and the team at Edward Jones are committed to helping you make informed decisions and build a strong financial foundation.
1400 W Benson Blvd Suite 350, Anchorage, AK 99503, United States -
The Denali Group - Morgan Stanley
● OpenThe Denali Group - Morgan Stanley is a leading finance institution located at 2550 Denali Street in Anchorage, Alaska, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The team of experienced professionals at The Denali Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your investments, plan for retirement, or manage your assets, The Denali Group - Morgan Stanley is committed to providing top-notch service and support.
2550 Denali St Suite 1700, Anchorage, AK 99503, United States -
Edward Jones - Financial Advisor: Wayne A Helms, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Wayne A Helms, CFP®|AAMS™ is a finance institution located at 12350 Industry Way in Anchorage, Alaska, United States. Wayne A Helms, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and a commitment to integrity, Edward Jones is dedicated to providing top-notch financial planning and investment solutions for individuals and families in the Anchorage area.
12350 Industry Way #204, Anchorage, AK 99515, United States -
Edward Jones - Financial Advisor: Al Biss, CFP®|ChFC®|CPWA®|AAMS™
● ClosedEdward Jones - Financial Advisor: Al Biss, CFP®|ChFC®|CPWA®|AAMS™ is a reputable finance institution located at 9170 Jewel Lake Road in Anchorage, Alaska, United States. Al Biss is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Private Wealth Advisor (CPWA®), and Accredited Asset Management Specialist (AAMS™) who offers expert financial advice and services to individuals and businesses. With a focus on personalized financial planning and wealth management, Edward Jones provides tailored solutions to help clients achieve their financial goals and secure their financial future. Trustworthy and dedicated, Al Biss and his team at Edward Jones are committed to providing top-notch financial guidance and support to their clients.
9170 Jewel Lake Rd Ste 107, Anchorage, AK 99502, United States -
Chad Adams - UBS Financial Services Inc.
● OpenChad Adams - UBS Financial Services Inc. is a reputable finance institution located at 3000 A Street in Anchorage, Alaska, United States. With a focus on providing top-notch financial services to individuals and businesses, Chad Adams and his team at UBS are dedicated to helping clients achieve their financial goals. From investment planning to wealth management, Chad Adams - UBS Financial Services Inc. offers a wide range of services tailored to meet the specific needs of each client. Trustworthy, experienced, and committed to excellence, Chad Adams - UBS Financial Services Inc. is a name you can count on for all your financial needs.
3000 A St #100, Anchorage, AK 99503, United States -
Latash Investments, LLC
● ClosedLatash Investments, LLC is a finance institution located at 301 West Northern Lights Boulevard in Anchorage, Alaska, United States. Specializing in investment services, Latash Investments offers a range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Latash Investments provides personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Latash Investments is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
301 W Northern Lights Blvd Suite 412, Anchorage, AK 99503, United States -
Edward Jones - Financial Advisor: David P Eller, CFP®|CPWA®|AAMS™
● OpenEdward Jones - Financial Advisor: David P Eller, CFP®|CPWA®|AAMS™ is a reputable finance institution located at 701 East Parks Highway in Wasilla, Alaska. Specializing in financial planning, David P Eller is a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Accredited Asset Management Specialist (AAMS™) dedicated to providing personalized and comprehensive financial advice to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones - Financial Advisor: David P Eller, CFP®|CPWA®|AAMS™ is a trusted partner in navigating the complexities of personal finance.
701 E Parks Hwy STE 204, Wasilla, AK 99654, United States -
Cameron Parr - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCameron Parr is a Financial Advisor at Ameriprise Financial Services, LLC located at 1174 North Leatherleaf Loop in Wasilla, Alaska, United States. Cameron holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Cameron's expertise in asset management, retirement planning, estate planning, investment analysis, and financial planning for various client needs. Cameron is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning services.
1174 N Leatherleaf Loop Suite C, Wasilla, AK 99654, United States -
Lin May - Morgan Stanley
● OpenLin May - Morgan Stanley is a finance institution located at 2550 Denali Street in Anchorage, Alaska. As a branch of the renowned Morgan Stanley, they offer a wide range of financial services including investment advice, wealth management, and retirement planning. With a team of experienced professionals, Lin May - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, they are committed to providing personalized solutions tailored to your individual needs. Visit Lin May - Morgan Stanley today to start building a strong financial foundation for tomorrow.
2550 Denali St Suite 1700, Anchorage, AK 99503, United States -
Edward Jones - Financial Advisor: Gavin W Rueb
● ClosedEdward Jones - Financial Advisor: Gavin W Rueb is a trusted financial institution located at 11940 Business Boulevard in Anchorage, Alaska. As a dedicated finance professional, Gavin W Rueb offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Gavin W Rueb can provide expert guidance tailored to your individual needs. With a commitment to integrity and customer service, Edward Jones - Financial Advisor: Gavin W Rueb is the go-to destination for all your financial planning needs in Anchorage.
11940 Business Blvd #100, Eagle River, AK 99577, United States -
Financial Resources Inc
● ClosedFinancial Resources Inc is a reputable finance institution located at 3002 Spenard Road in Anchorage, Alaska. With a strong presence in the United States, Financial Resources Inc offers a wide range of financial services to individuals and businesses. Their team of experienced professionals are dedicated to providing tailored solutions to meet the unique financial needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Financial Resources Inc is committed to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.
3681, 3002 Spenard Rd Suite #203, Anchorage, AK 99503, United States -
Jack Hartmann - Morgan Stanley
● OpenJack Hartmann - Morgan Stanley is a renowned finance institution located at 2550 Denali Street in Anchorage, Alaska. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Jack Hartmann offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, Jack Hartmann - Morgan Stanley is dedicated to delivering top-notch service and expertise.
2550 Denali St Suite 1700, Anchorage, AK 99503, United States -
Global Credit Union
● ClosedGlobal Credit Union is a financial institution located at 1850 West Rupee Circle in Wasilla, Alaska. As a leading credit union in the area, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and insurance products. Our mission is to help our members achieve their financial goals and secure their future. Visit us today to learn more about how we can help you manage your finances and protect your assets.
1850 W Rupee Cir, Wasilla, AK 99654, United States
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