CM
CFP
CM
CFP

Connor Patrick Michael

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
629 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$925.4M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Connor owns and manages two rental properties, one since March 2018 and the other since August 2021. He dedicates minimal time to each property.

Employment History
Current Registrations
Alaska Wealth Advisors
June 2018 - Present · 7 yrs 8 mos
State Registrations1 state
AK
Advisor
Exams
No exam information available for this advisor.