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Mapping out your financial future

Let’s build a plan that will help you reach the financial wellbeing you’ve been looking for.

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

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How we're different

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.

 

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 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


 

FAQs

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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Do I need a financial professional?

Are you at a point in your life where you need the help of a financial professional? It’s an important question and one we hear a lot. Get the fastest answer by completing our short, 2-minute self-evaluation.

 

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