Advisor at Wells Fargo Clearing
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.
Location
Soldotna, AK 99669
Credentials
Series 66
Industry experience
25 years
Robert Whittenberg is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Soldotna, Alaska. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
44552 Sterling Hwy
Soldotna, AK 99669
Alaska · Texas
Wells Fargo Clearing
2016 - Present (10 years)
WELLS FARGO ADVISORS LLC
2011 - 2016 (5 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.
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.
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.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 65
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Tanner Link is a CFP®-designated financial advisor with four years of industry experience, currently operating Link Asset Management LLC in Kasilof, Alaska. His background includes service in the United States Air Force and roles at KeyBank and the University of Alaska. He is also a licensed insurance agent providing life insurance solutions. Link Asset Management LLC is an independent investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds, ETFs, and other securities.
CFP®, ChFC®, Series 63, Series 65
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John Skurkey is a CFP® and ChFC® with 35 years of experience in the financial industry. He has worked at Centaurus Financial, Inc. since 2018 and previously spent 11 years at H. Beck, Inc. He is also involved with Legacy Financial Advisors LLC, a life insurance business. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers financial planning, investment management, access to third-party money managers, and retirement-plan advisory services.
Series 63, Series 66
Soldotna, AK
Edward Jones
CFP®, Series 63, Series 66
Soldotna, AK
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Russell Burton is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked with Concourse Financial Group Securities Inc and Everence Trust Company. Outside of his advisory role, Burton serves as a board member for both Kings View Corporation and the Performing Arts Society in Kenai, AK. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a variety of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with access to multiple investment programs and custodial arrangements.
Series 66
Kenai, AK
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Kenai, AK
Raymond James Financial
Charles Wiese is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kenai, Alaska, holding a Series 66 designation and eight years of industry experience. His prior work includes seven years at Edward Jones and over a decade of self-employment. Outside of advising, he serves as executor for his mother’s estate. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, utilizing a client-centered approach supported by firm research and a broad affiliate network.
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