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Refresh your financial plan

We can help you stay on track as you pursue your goals. Keep scrolling to learn more.

Take charge of your finances

Strive to secure your future with a smart financial plan. Keep scrolling to learn more.

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How we're different

Our professionals understand that no two financial plans are alike. Our clients come from all walks of life, with different incomes, goals, and lifestyle needs—and deserve to have a financial plan that is as unique as they are. Let us put our friendly, knowledgeable professionals to work for you.

 

Make an appointment

What to expect if you work with us

We're here for you

Schedule a complimentary, no-obligation consultation with an Alaska USA Financial Planning and Investment Services Professional. Let's get started!


 

Meet your team of financial professionals

Alaska USA financial professionals have decades of experience helping people from all walks of life pursue their goals. Meet the professionals in your area.

 

Mike Klopfer, CFP®

Financial Advisor

Lance Sevier, CFEd®, CFP®

Financial Advisor

Bryanna Gleason

Financial Advisor

Brad Davis

Financial Advisor

John Gee

Financial Advisor

Charlie Christensen

Financial Advisor


 

FAQs


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC)Insurance products are offered through LPL or its licensed affiliates. Alaska USA Federal Credit Union and Alaska USA Financial Planning & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Alaska USA Financial Planning & Investment Services and may also be employees of Alaska USA Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alaska USA Federal Credit Union or Alaska USA Financial Planning & Investment Services. Securities and insurance offered through LPL, or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

CA Insurance License Information
Bryanna Gleason I Domicile: CA I 14250 7th St. Victorville, CA 92395 I CA Insurance #0H30143
John Gee I Domicile: WA I 1107 SW Grady Way, Suite 240 Renton, WA 98055 I CA Insurance #0K72825
Lance Sevier I Domicile: WA I 2401 4th Avenue, Suite 100 Seattle, WA 98121 I California Insurance #0H63213
Mike Klopfer I Domicile: AK I 500 W 36th Ave., Suite 410 Anchorage, AK 99503 I California Insurance #0L84918

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Alaska USA Federal Credit Union is not responsible for the product, service, or website content on any external third-party sites and does not represent either you or the website operator if you enter into a transaction. Alaska USA Federal Credit Union's privacy and security policies do not apply to the linked site.

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