800-525-9094
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.
What we can help you with
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.
What to expect if you work with us
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.
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 professionals 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
Charlie Christensen
Financial Advisor serving Alaska
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:
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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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