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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Sarah P. Springer, CFP®

Wells Fargo Advisors, LLC
(907) 257-0216

3900 C Street Suite 502
Anchorage, AK 99503-5967
View on Map
(907) 257-0216

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Benajmin E. Roth, CFP®

SBS Retirement Consultants, LLC
(907) 374-0487

907 University Ave
Fairbanks, AK 99709-3913
View on Map
(907) 374-0487

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Michael J. Bruno, CFP®

AlaskaUSA Financial Planning & Investment Services
(907) 261-3421

500 W 36th Ave Ste 100
Anchorage, AK 99503-5805
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(907) 261-3421

Compensation Method: Commission Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning

Contact
David Paul Eller, CFP®

Edward Jones Investments
(907) 376-4379

701 E Parks Hwy Ste 204
Wasilla, AK 99654-8164
View on Map
(907) 376-4379

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Mary Lynne Dahl, CFP®

Otter Creek Partners
(907) 225-6110

PO Box 6218
Ketchikan, AK 99901-1218
View on Map
(907) 225-6110

Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, General Financial Planning, Intergenerational Planning, Investment Management, Investment Planning

Contact
Michael R. Hanrahan, CFP®

Hanrahan & Associates, LLC.
(907) 276-0457

PO Box 92843
Anchorage, AK 99509-2843
View on Map
(907) 276-0457

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Business Succession Planning, Divorce Issues, Education Planning, General Financial Planning, Retirement Planning, Small Business Planning

Contact
Catherine M. Straub, CFP®

Alaska Permanent Capital Management
(907) 646-3515

900 W 5th Ave Ste 601
Anchorage, AK 99501-2044
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(907) 646-3515

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Education Planning, General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning, Wealth Management

Contact
Kathleen I. Madden, CFP®

Waddell & Reed Inc
(907) 338-2332

800 E Dimond Blvd Ste 3-350
Anchorage, AK 99515-2058
View on Map
(907) 349-3559

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Investment Management, LGBT Individuals and Couples, Life Planning, Long-Term Care

Contact
Bryan Michael Anderson, CFP®

Edward Jones Investments
(907) 272-2444

731 I St Ste 202
Anchorage, AK 99501-3400
View on Map
(907) 272-2444

Compensation Method: Commission and Fee
Minimum Investable Assets: $99,999
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Planning, Securities

Contact
Carol A. Akerson, CFP®

Waddell & Reed
(907) 746-1316

3291 Seagull Dr
Palmer, AK 99645-9631
View on Map
(907) 746-1316

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Terry P. Welsh, CFP®

Alaska Financial Associates, Inc.
(907) 225-0619

621 Pine St # B
Ketchikan, AK 99901-6340
View on Map
(907) 225-0619

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
James G. Thiele, CFP®

(901) 562-2658

2524 Azurite Ct
Ste B
Anchorage, AK 99507-3161
View on Map
(901) 562-2658

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Employee and Employer Plan Benefits, Investment Planning, Retirement Income Management, Wealth Management

Contact
Patrick D Haugh, CFP®

Morgan Stanley Smith Barney
(907) 263-5718

2550 Denali St Ste 1700
Anchorage, AK 99503-2751
View on Map
(907) 263-5718

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues

Contact
Catherine R. Smith, CFP®

Catherine R. Smith, Financial Planner, LLC
(907) 562-2438

1501 W 34th Ave
Anchorage, AK 99503-3642
View on Map
(907) 562-2438

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Charitable Giving, Retirement Planning

Contact
Amy L. Volz, CFP®

Samuel D Skaggs Investments
(907) 463-5511

119 Seward St Ste 7
Juneau, AK 99801-1268
View on Map
(907) 463-5511

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Divorce Issues, General Financial Planning, Investment Management, Investment Planning

Contact
Walter F. Coulter, CFP®

First Command Financial Planni
(907) 479-3000

1300 Washington Dr Ste 200
Fairbanks, AK 99709-5011
View on Map
(907) 479-3000

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning, Government and Military, Investment Management, Long-Term Care, Retirement Planning, Sudden Wealth Management

Contact
Andrew A. Reimer, CFP®

Wealth Plans, Inc
(907) 373-1200

3035 E Palmer Wasilla Hwy Ste 201
Wasilla, AK 99654-7274
View on Map
(907) 373-1200

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

Contact
Christopher R. Keyes, CFP®

Younker-Keyes & Assoc Inc
(907) 452-6393

121 Spruce St
Fairbanks, AK 99709-4150
View on Map
(907) 452-6393

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Planning, Retirement Planning

Contact
Luke Merriner, CFP®

Wells Fargo Advisors, LLC
(907) 257-0216

3900 C St Ste 502
Anchorage, AK 99503-5967
View on Map
(907) 257-0216

Compensation Method: None Provided
Minimum Investable Assets: $750,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Retirement Income Management, Wealth Management

Contact
Karen L. Padgett, CFP®

Raymond James Financial Servic
(907) 561-4430

240 E Tudor
Suite 105
Anchorage, AK 99503-7250
View on Map
(907) 561-4430

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

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