Nicholas
Cohen
Alaska Wealth Advisors
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About this Advisor
Nicholas Cohen is a financial advisor based in Anchorage, Alaska, working with Alaska Wealth Advisors. Nicholas has previously held positions at Alaska Raft And Kayak, Axa Advisors, LLC, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Cuso Financial Services, Lp, Denali Federal Credit Union, Cuna Brokerage Services, Alaska Usa Fcu, Apcm Wealth Management For Individuals, and Susitna Services. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Alaska. Currently, Nicholas is part of Alaska Wealth Advisors, which operates out of Anchorage, Alaska. The firm has 14 employees and manages assets totaling $874.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Alaska Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alaska Wealth Advisors Brokerage Details
$874,935,474
14
2,004
$436,595
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Nicholas Cohen Work History
Susitna Services
Apcm Wealth Management For Individuals
Cuna Brokerage Services
Alaska Usa Fcu
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Cuso Financial Services, Lp
Denali Federal Credit Union
Axa Advisors, LLC
Alaska Raft And Kayak
Disclosures
Please visit the SEC profile of Nicholas Cohen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alaska Wealth Advisors
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
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