"My goal? A 7-day weekend"

We think about money, so you don’t have to.

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.

Take control of your future

Just like you’d trust your family doctor because of the expertise they offer, Alaska USA Financial Advisors have years of training and working knowledge to help you keep your financial health on track.

Planning

What are your long-term financial goals? College savings for your children, saving for retirement, or insurance planning for you, your family, or your business? Regardless of what you want, it’s important to have someone to help you set specific, measurable goals and then guide you along the way. A good financial advisor will carefully develop a solid financial plan that balances your priorities with your unique financial situation.

Strategy

Timing is everything, and a good financial advisor knows this. A solid investment approach may include a mix of stocks, bonds, mutual funds and other investments. And while it’s tempting to purchase stocks when a company is doing well, that may not necessarily be the best way to make money. A financial advisor will help you make better-informed decisions that are on track with your retirement goals.

More than Investing

Your personal financial health depends on much more than investments. A financial advisor can help you manage your overall financial goals; they can help you with estate planning, charitable giving, and insurance; such as life insurance or long-term care insurance. 

We're here for you

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

 

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-2871879.1-1219-0122 Exp. 01/13/2022

 

Products & Services

No matter what’s on your horizon—college tuition, retirement, or financial protection for your loved ones—an experienced Alaska USA Financial Planning and Investment Services advisor can create and guide your financial plan. 

 

Retirement

Retirement income can come from many sources—Alaska USA can help you manage all of them.


Investments

A good portfolio has a wide variety of interest earning investments.


Education

An early start saving for college educational expenses can save a lot of money down the line.


Insurance

There's a wide variety of insurance options out there—a financial advisor can help you narrow down the best policies for you and your family.


Thinking about retirement? The best time to start planning is right now.

How much savings do you need to retire? Find out today.

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Why Choose Alaska USA Financial Planning and Investment Services?

Financial planning can be complicated—a good financial advisor will help you make smart, deliberate decisions about your financial future. Alaska USA Financial Advisors have years of experience; they listen and take the time to answer your questions and explain your options. 

Schedule an appointment with an Alaska USA Financial Planning and Investment Services Advisor today!

 

Advisors near you

 

Mike Klopfer | Alaska

As a financial professional for more than 15 years, Mike Klopfer helps individuals, families, and businesses plan for their future by providing them with the experience and knowledge necessary to achieve their goals.

He is an alumnus of the University of Colorado in Boulder and has earned the highest credential in the financial planning field the CERTIFIED FINANCIAL PLANNER ™, (CFP®) professional certification.

Check the background of this investment professional on FINRA's BrokerCheck.

 

 

 

James Kirk | Arizona & California

James Kirk has been in the financial services industry for more than 28 years and has been a financial advisor for 16 years. Today, James lends his experienced guidance to the members through the Alaska USA Financial Planning and Investment Services program.

James is an alumnus of the American College in Bryn, Pennsylvania, where he earned the professional designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). He is also a Retirement Income Certified Professional (RICP®).

Check the background of this investment professional on FINRA's BrokerCheck.

 

 

 

 

John Gee | Washington

John Gee has been a financial advisor since 2014. As a financial advisor John assists members in many ways including retirement and estate planning, charitable giving, and insurance protection.

Nothing is more important to John than learning who you are, who is most important to you, and what is most crucial to your way of life. He’ll help you carefully build the personalized strategies and specific steps needed to achieve your goals. John will partner with you throughout your life to monitor and review your plan to ensure you are on track.

Check the background of this investment professional on FINRA's BrokerCheck.

 

 

 

 

Lance Sevier | Washington

As a financial professional for more than 10 years, Lance Sevier helps individuals, families, and businesses plan for a successful future by providing the comprehensive financial advice necessary to achieve their goals.

He is an alumnus of San Diego State University and has earned the highest credential in the financial planning field, the Certified Financial Planner ™, (CFP®) professional certification. In addition, Lance holds a Certified Financial Educator (CFEd®) designation, and is committed to sharing sound financial principles with Alaska USA members.

Check the background of this investment professional on FINRA's BrokerCheck.

 

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Just a few of our achievements

Money Magazine 2018 Award Winner

Best Bank in every U.S. State

Better Business Bureau

A+ Rating from the Better Business Bureau

Best of Alaska

Best Bank in Alaska for over 13 years in a row

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