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Advisors near 99610
Out of 400,000+ nationwide
Tanner L
CFP®, Series 65
Kasilof, AK
Link Asset Management LLC
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.
Robert W
Series 66
Soldotna, AK
Wells Fargo Clearing
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.
Ryan K
Series 63, Series 66
Soldotna, AK
Edward Jones
Russell B
CFP®, Series 63, Series 66
Soldotna, AK
Cetera
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.
Ashley W
CFP®, Series 66
Soldotna, AK
Edward Jones
Josselyn O
CFP®, Series 66
Soldotna, AK
Edward Jones
Indy W
Series 63, Series 66
Soldotna, AK
Edward Jones
Robert R
CFP®, Series 66
Soldotna, AK
Edward Jones
January D
Series 66
Soldotna, AK
Edward Jones
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Advisors near 99610
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