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Wayne Trana

Advisor at Blue Anchor Wealth Advisors, LLC

Updated today

Location

Ketchikan, AK 99901

Credentials

Series 65

Industry experience

1 year

About

Wayne Trana is a financial advisor at Blue Anchor Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Sorensen Appraisals Inc from 1999 to 2023. Outside of advisory work, he provides third-party administration services to qualified plans through JV Associates. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individuals, small businesses, qualified retirement plans, and local municipal governments. The firm offers financial planning, retirement planning, and portfolio management, primarily managing assets on a non-discretionary basis using fundamental analysis.

Client services

Based on Blue Anchor Wealth Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Blue Anchor Wealth Advisors, LLC

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy

Occupation focus

Based on Blue Anchor Wealth Advisors, LLC

Founder/Business Owner Doctor or Medical Professional

Fee options

Percentage

1.5% annually, negotiable

Project-based

$195.00/hour, negotiable

Other

Fee-only: Fee-only investment advisory firm, no commissions

Location

4079 Tongass Ave. Suite 204

Ketchikan, AK 99901

Most active in

Alaska · California · Colorado · Oregon · Washington

Work history

JV Associates, LTD

2024 - Present (2 years)

Sorensen Appraisals Inc

1999 - 2023 (24 years)

Disclosures

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

Business activities & affiliations

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Tristan D

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Tristan Dahl is a financial advisor at Blue Anchor Wealth Advisors, LLC in Ketchikan, AK. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he was a student for ten years. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individuals, small businesses, qualified retirement plans, and local municipal governments. The firm uses fundamental analysis for security selection and provides both written financial plans and portfolio management, primarily on a non-discretionary basis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
user avatar

Fiona C

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Fiona Capell is a financial advisor at Blue Anchor Wealth Advisors, LLC, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Rover, Mysteries Inc., Recapped, Sino-US Corporate Services, Sam's Tavern, and Preservation Kitchen. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individual households, small businesses, qualified retirement plans, and local municipal governments. The firm emphasizes fundamental analysis in security selection and provides both written financial plans and portfolio management, primarily managing assets on a non-discretionary basis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
user avatar

Matthew E

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Matthew Eisenhower is a financial advisor at Blue Anchor Wealth Advisors, LLC in Ketchikan, Alaska. He holds a Series 65 credential and has six years of industry experience. Prior to joining Blue Anchor Wealth Advisors in 2020, he worked at PeaceHealth Ketchikan Medical Center for seven years. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individual households, small businesses, qualified retirement plans, and local municipal governments. The firm focuses on fundamental analysis for security selection and provides both financial planning and portfolio management, primarily managing assets on a non-discretionary basis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
user avatar

Christine E

CFP®

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Christine Eisenhower is a CFP® professional with 10 years of industry experience. She has worked at Blue Anchor Wealth Advisors, LLC since 2020 and previously spent eight years at Otter Creek Partners. She is a Certified Public Accountant though she is not currently practicing as a CPA. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individual households, small businesses, qualified retirement plans, and local municipal governments. The firm offers financial planning, retirement planning, portfolio management, and business advice, applying fundamental analysis to security selection and managing most assets on a non-discretionary basis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
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Zachary G

CFP®, Series 63, Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Zachary Guffy is a CFP® with seven years of industry experience. He is currently with Blue Anchor Wealth Advisors, LLC and previously worked at Beacon Pointe Advisors, LLC and JPMorgan in various capacities. Blue Anchor Wealth Advisors is an independent, fee-only firm serving individuals, small businesses, qualified retirement plans, and local municipal governments. The firm uses fundamental analysis for security selection and provides financial planning, portfolio management, and business advice, managing most assets on a non-discretionary basis.

General retirement planning Divorce financial planning Business Financial Management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
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Benjamin E

Series 63, Series 66

Ketchikan, AK

Edward Jones

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