Advisor at Coho Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Coho Advisory Services, LLC
Location
Anchorage, AK 99503
Credentials
Series 66
Industry experience
3 years
Hunter Guthrie is a financial advisor with Coho Advisory Services, LLC in Anchorage, AK, holding a Series 66 designation and three years of industry experience. Prior to joining Coho Advisory Services, he worked at Ameritas Advisory Services and Ameritas Investment Company. Outside of his advisory role, he works as a food delivery driver for DoorDash and serves as a director for NAIFA Alaska, an organization focused on promoting and protecting the insurance and investment industry. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting, applying modern portfolio theory with a core passive allocation supplemented by active adjustments. The firm manages both discretionary and non-discretionary assets and utilizes a co-advisory relationship with AssetMark to access third-party managers.
Based on Coho Advisory Services, LLC
Based on Coho Advisory Services, LLC
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.70% annually $500,001 - $1,000,000: 0.55% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001 - $3,000,000: 0.45% annually $3,000,001+: 0.40% annually
$290 per hour, negotiable
3150 C Street, Suite 240
Anchorage, AK 99503
Alaska · Nevada · Texas · Washington
Coho Advisory Services
2023 - Present (3 years)
Ameritas Advisory Services, LLC
2023 - 2023 (1 year)
Ameritas Investment Company, LLC
2022 - 2023 (1 year)
Ameritas Life Insurance Company
2022 - 2023 (1 year)
Doordash
2020 - Present (6 years)
Coho Financial Group
2017 - 2022 (5 years)
Coho Financial Group
2017 - 2022 (5 years)
Men's Wearhouse
2016 - 2018 (2 years)
Men's Wearhouse
2016 - 2018 (2 years)
DLM Painting
2014 - 2017 (3 years)
GAP Inc
2013 - 2016 (3 years)
University of Alaska Anchorage
2012 - 2017 (5 years)
Gap inc
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Anchorage, AK
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Anchorage, AK
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors
Series 66
Anchorage, AK
Alaska Retirement
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