800-525-9094
The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
Our financial 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.
Retirement planning
One day work could be a choice—with the right plan in place. We can help you build a roadmap to the kind of future you’ve been looking forward to.
Investment portfolio management
The right mix of stocks, bonds, and mutual funds is crucial to securing financial wellbeing.
IRA and 401(k) rollovers
Protect the tax-sheltered status of your retirement assets with a qualified retirement plan rollover.
Insurance services
You’ve worked hard for your assets—it’s important to you and your family to make sure you protect what you’ve earned.
Some people want to travel in their later years, while other might want to start a business or work with charitable organizations. We want to listen and identify your goals, timeline, and risk tolerance so your headed towards the future you want.
Is it better to pay tax ahead of time for your IRA contributions, or when you’re ready to withdraw for retirement? The answer can depend on several factors, so we’ll show you the range of products and services you can take advantage of to fit your goals.
Using data-driven technology and a comprehensive view of your life, needs, income, and hopes for the future, we’ll put together plan to set your financial life on the right path.
We believe that knowledge is just as important to your mental health as it is your financial wellbeing. When you understand how the products work and why they’re part of your comprehensive plan, it will help you stick to your strategy when things outside your control happen in the financial world.
As financial markets and your goals for the future change, so should your plan. We’ll meet as often as it takes to keep you on track with your goals—whatever they may be.
Alaska USA financial professionals have decades of experience helping people from all walks of life achieve their goals. Meet the experts in your area.
Mike Klopfer, CFP®
Financial Advisor serving Alaska
Lance Sevier, CFEd®, CFP®
Financial Advisor serving Washington
Bryanna Gleason
Financial Advisor serving California
Brad Davis
Financial Advisor serving Arizona
John Gee
Financial Advisor serving Washington
Andrew Lee
Associate Financial Advisor serving Alaska
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning & Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3878557.1-1021-1123 Exp. 11/20/2023
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