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16 advisors near 99645
Out of 400,000+ nationwide
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.
Justin O
Series 66
Palmer, AK
Thrivent Investment Management
Justin Obrien is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016, and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers comprehensive, goal-based financial planning covering a wide range of topics, delivered through a network of advisors and combined with managed-account options under a consolidated billing arrangement called WealthPlan.
Drewcilla H
Series 66
Palmer, AK
Edward Jones
Drewcilla Holifield is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 license and has previously worked with the Turning Leaf Literacy Center and the Matanuska-Susitna Borough School District. Holifield serves as president of the Mat-Su Concert Band, where she attends board meetings, manages event advertising, engages in public speaking, and acts as a public liaison; she is also a semi-professional musician affiliated with Valley Performing Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
Tammy B
Series 66
Palmer, AK
Edward Jones
Tammy Bruce is a Series 66 licensed financial advisor with Edward Jones, based in Palmer, Alaska. She has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of about 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Benjamin S
CFP®, ChFC®, Series 66
Palmer, AK
Edward Jones
Benjamin Stephens is a CFP® and ChFC® professional with 10 years of experience, currently serving at Edward Jones since 2015. He holds a Series 66 license and is based in Palmer, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of advisors and branch offices.
Susan E
CFP®, Series 63, Series 65
Palmer, AK
OSAIC
Susan Ellis is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. She previously worked at Signator Investors, Inc. and TransAmerica Financial Advisors, Inc., and has been the owner and president of The Ellis Group, Inc., a securities and fixed insurance sales firm, since 1996. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio optimization tools and offers a range of investment programs and platforms, supporting thousands of advisors and managing approximately $200 billion in assets.
Carl S
Series 63, Series 65
Palmer, AK
LPL Financial
Carl Sadloske is a financial advisor with LPL Financial in Wasilla, Alaska, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Matanuska Valley FCU and Lithia Dodge Jeep and Ram of Wasilla Alaska, as well as service in the U.S. Army. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Elizabeth P
Series 66
Wasilla, AK
Ameriprise
Elizabeth Palmer is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Sommer M
Series 66
Palmer, AK
Edward Jones
Sommer Miller is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Willy S
Series 66
Wasilla, AK
Edward Jones
Willy Shelton is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Wasilla Bible Church and the Matanuska Susitna Borough School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Carri B
Series 63, Series 65
Palmer, AK
OSAIC
Carri Berger is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked with OSAIC since 2018 and previously held roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Berger is also involved with The Ellis Group, Inc., where she engages in sales and marketing of securities, investment advisory, and insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance, asset allocation, and portfolio optimization, and offers access to a wide range of investment products and third-party managers.
Kevin M
Series 66
Palmer, AK
Edward Jones
Kevin Miller is a financial advisor with Edward Jones in Palmer, Alaska, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a member and owner of S & K Fitness Equipment, a wholesale business based in Chattanooga, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Zachary A
Series 66
Wasilla, AK
Edward Jones
Zachary Albert is a financial advisor with Edward Jones in Wasilla, Alaska, holding a Series 66 designation. He has prior experience at the Alaska Industrial Development and Export Authority and the Matanuska-Susitna Borough School District. Albert also worked at the University of Alaska before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions operating under a fiduciary standard.
Robert M
Series 63, Series 66
Palmer, AK
LPL Financial
Robert Morgan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. His prior work includes roles at CUNA Brokerage Services, Matanuska Valley FCU, Key Investment Services, and Key Bank. Outside of his advisory work, he owns R&D Cabin Rentals & Tours LLC, a business unrelated to investment services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.
Scott S
Series 66
Wasilla, AK
Edward Jones
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.
Benjamin W
Series 66
Palmer, AK
LPL Financial
Benjamin Ward is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wards Inc and Waddell and Reed Inc. Outside of his advisory role, he has been involved with the Hatcher Pass Snow Association LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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16 advisors near 99645
Out of 400,000+ nationwide