Nicole
Squires

Alaska Wealth Advisors

CRD#6528781
Investment Advisor
in Anchorage, AK

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About this Advisor

Nicole Squires is a financial advisor based in Anchorage, Alaska, working with Alaska Wealth Advisors. Nicole has previously held positions at David's Bridal, Francesca's Collections, First Command Financial Planning, Inc, First Command Financial Planning, Inc, First Command Insurance Services, First Command Advisory Services, Inc, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, and Alaska Wealth Advisors. Nicole has passed the Series 66 regulatory exam and is registered to provide services in Alaska. Currently, Nicole 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3800 Centerpoint Drive Suite 910
Anchorage, AK 99503

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Alaska Wealth Advisors Brokerage Details

Total Assets Under Management

$874,935,474

AK Average: $1,258,801,692
Total Number of Employees

14

AK Average: 13
Total Number of Accounts

2,004

AK Average: 351
Average Account Size

$436,595

AK Average: $3,586,330

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Nicole Squires Work History

2023 - Present (1 year)

Alaska Wealth Advisors

2020 - 2023 (3 years)

Wells Fargo Clearing Services, LLC

2020 - 2023 (3 years)

Wells Fargo Bank, Na

2016 - 2020 (4 years)

First Command Financial Planning , Inc

2016 - 2020 (4 years)

First Command Insurance Services

2016 - 2020 (4 years)

First Command Advisory Services, Inc

2015 - 2020 (5 years)

First Command Financial Planning, Inc

2014 - 2015 (1 year)

David'S Bridal

2013 - 2014 (1 year)

Francesca'S Collections

Disclosures

Please visit the SEC profile of Nicole Squires 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

Derek Stone
Anchorage, AK
Johnathon Brandt
Anchorage, AK
Leah Levingston
Anchorage, AK
Connor Michael
Anchorage, AK
Nicole Squires
Anchorage, AK
Stanislav Moiseev
Anchorage, AK
Caitlin Gohr
Anchorage, AK
Dave Valdez
Anchorage, AK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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