Scott Strickland

Advisor at Edward Jones

Updated today

Location

Wasilla, AK 99654

Credentials

Series 66

Industry experience

3 years

About

Scott Strickland is a financial advisor at Edward Jones in Wasilla, AK, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2022, he worked at Eugene Fastener & Supply for eight years. He is a joint owner of an Airbnb rental property in Eagle River, AK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Charitable giving & philanthropy Business ownership considerations ESG / Sustainable investing

Occupation focus

Founder/Business Owner

Demographic focus

Values-based investing Religious/faith focused

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1301 S Seward Meridian Pkwy, Suite C 1

Wasilla, AK 99654

Most active in

Alaska · Texas

Work history

Edward Jones

2022 - Present (4 years)

Eugene Fastener & Supply

2014 - 2022 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matthew P

CFP®, AAMS®

Wasilla, AK

Unburdened Financial Planning

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours! I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life. I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do? What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Charitable giving & philanthropy Founder/Business Owner Retired Christian Faith Based Gen Y/Millennials (Born 1980-1995)
user avatar

Mark D

Series 65

Palmer, AK

True North Wealth Management LLC

Mark Diehl is the principal advisor at True North Wealth Management LLC and holds a Series 65 designation. He has been in the financial advisory industry since 2025 and previously operated Diehl CPA LLC, an accounting practice, since 2019. His background also includes work with the Minnesota Department of Revenue. True North Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing long-term investment strategies guided by fundamental, quantitative, technical, and modern portfolio theory. The firm integrates financial planning and tax preparation through its affiliated accounting practice and utilizes model portfolios and tax-management tools via the Altruist platform.

Wealth management Tax-loss harvesting Annuities
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Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 10 years of industry experience. She holds a Series 65 credential and has worked at Elliott Cove since 2015. In addition, she has served as Assistant Branch Manager at Northrim Bank since 2006, where her responsibilities include leadership, branch operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating under an efficient-market, factor-oriented investment philosophy.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Paul H

Series 66

Wasilla, AK

Greenup Wealth

Paul Hurley is a financial advisor at Arbor Capital Management Inc with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Cuso Financial Services prior to joining Arbor Capital in 2022. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and portfolio monitoring, combining long-term strategies that blend passive index exposure with selective active management.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Donald S

Series 63, Series 65

Wasilla, AK

Missionsquare Retirement

Donald Spindle is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Kirby H

CFP®, Series 65

Wasilla, AK

Farther

Kirby Houchin is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Arbor Capital Management Inc. since 2015. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, offering investment management, financial planning, and portfolio monitoring. The firm employs a long-term investment approach combining passive index exposure with selective active management and also provides specialized digital asset management and consulting services.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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