Sadie Maubet (CRD# 7569401) is an Investment Advisor Representative working at Alaska Wealth Advisors in Anchorage, AK and has 1 year of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alaska Permanent Capital Wealth Management For Individuals | Anchorage, AK | Oct 2021 - Current | 2 |
| Bjornsen Bookkeeping | Anchorage, AK | Jan 2020 - Current | 4 |
| Alaska Pacific University | Anchorage, AK | May 2021 - Sep 2021 | < 1 |
| Swalling And Associates | Anchorage, AK | May 2021 - Aug 2021 | < 1 |
| Sadie Bjornsen | Anchorage, AK | Jan 2012 - May 2021 | 9 |
| Alasksa Pacific University | Anchorage, AK | Jan 2012 - Dec 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- AK
-
Total Assets Under Management875MILLIONS
-
Total Number of Accounts2,004ACCOUNTS
-
Average Account Value$436,595
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, OR, TX, WA
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