Laura G. Bruce
ALASKA WEALTH ADVISORS | Chief Executive Officer
Anchorage, AK 99503
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CRD#: 2824875
Professional summary
Laura Gerber Bruce, CFP®, ChFC®, who also goes by Laura A Gerber, Laura Ann Gerber, is a registered financial advisor currently at ALASKA WEALTH ADVISORS located in Anchorage, Alaska.
Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Laura has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Biography
Laura joined APCM in 2007 as the Director of Client Relations for the Institutional team and transitioned to her role as Owner/Director of Alaska Wealth Advisors when it was formed in 2014. She has over 25 years of broadly diversified investment management and financial industry experience. Laura began her career with Bank of America where she started as a loan officer and progressed to branch manager and then Vice President of the Private Bank. She then honed her securities skills as a stockbroker for Wachovia Securities (now Wells Fargo Advisors) and served as a trust officer for First National Bank Alaska. She currently heads a team of financial planners who develop financial solutions to take the worry out of retirement and when life throws you the unexpected.
Throughout the years Laura has served on numerous community boards and is currently the Chair of the University of Alaska Foundation. When she’s not guiding clients to retirement or volunteering, Laura enjoys spending time with her family at their cabin up north and having adventures with her family which includes her giant sheepadoodle, Bindi and miniature rescue dog, Wallace.
Question & Answer
What are your service offerings?
Investment Planning
Business Succession Planning
Comprehensive Financial Planni...
Elder Care
Estate Planning
Retirement Planning
Divorce Planning
Are you a "fiduciary"?
Yes
Aliases
Laura A Gerber | Laura Ann Gerber
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Laura Gerber Bruce's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Education
University of Wisconsin-Whitewater
University for International Studies, Madrid Spain
Experience
Current
February 12, 2015 - Present
ALASKA WEALTH ADVISORS
Office #1: 3800 Centerpoint Drive Suite 910, Anchorage, AK 99503RIA
CRD#: 172151
Anchorage, AK
Past
February 7, 2008 - February 12, 2015
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC
RIA
CRD#: 106233
ANCHORAGE, AK
Past
November 16, 2007 - November 30, 2007
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
ANCHORAGE, AK
Past
December 19, 2006 - November 30, 2007
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
ANCHORAGE, AK
Past
April 14, 2004 - December 3, 2007
FINANCIAL RESOURCES INC
RIA
CRD#: 110431
ANCHORAGE, AK
Past
April 8, 2004 - December 19, 2006
AURORA SECURITIES
BD
CRD#: 46147
ANCHORAGE, AK
Past
June 8, 1999 - January 2, 2003
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
July 1, 1998 - June 10, 1999
BA INVESTMENT SERVICES, INC.
BD
CRD#: 12965
OAKLAND, CA
Past
November 20, 1996 - July 1, 1998
SEAFIRST INVESTMENT SERVICES, INC.
BD
CRD#: 17411
SEATTLE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ALASKA WEALTH ADVISORS
ALASKA WEALTH ADVISORS | AWMI | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
CRD#: 172151 / SEC#: 801-80133
RIA
Registered Investment Advisory firm - (8/25/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alaska(2/12/2015)
IAR
Texas(2/12/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
ALASKA WEALTH ADVISORS
ALASKA WEALTH ADVISORS | AWMI | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
CRD#: 172151 / SEC#: 801-80133
RIA
Registered Investment Advisory firm - (8/25/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3800 Centerpoint Drive Suite 910, Anchorage, AK 99503
Mailing Address
Phone number
(907) 272-7575
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,008 |
| AUM (Assets Under Management) | $ 925,384,680 |
Red Flags
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Company Information
ALASKA WEALTH ADVISORS
Chief Executive OfficerCRD#: 172151Anchorage, AK 99503TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
