Christine M. Eisenhower

BLUE ANCHOR WEALTH ADVISORS

Ketchikan, AK 99901

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CRD#: 6129903

Professional summary

Christine Marie Eisenhower, CFP®, who also goes by Christine Marie Dahl, Christine Marie Ferderer Ms, is a registered financial advisor currently at BLUE ANCHOR WEALTH ADVISORS, LLC located in Ketchikan, Alaska.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christine has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christine Marie Dahl | Christine Marie Ferderer Ms

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.

Christine Eisenhower is a Certified Public Accountant but is not practicing as a CPA or accountant.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Marie Eisenhower'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^®

Certified Financial Planner

Start date: 2014

Experience

Current

June 2, 2020 - Present

BLUE ANCHOR WEALTH ADVISORS, LLC

Office #1: 4079 Tongass Ave. Suite 204, Ketchikan, AK 99901

RIA

CRD#: 307522

Ketchikan, AK

Past

June 5, 2015 - December 31, 2020

OTTER CREEK PARTNERS

RIA

CRD#: 125591

KETCHIKAN, AK

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
(6/2/2020)

IAR

California
(12/15/2021)

IAR

Colorado
(8/4/2020)

IAR

Oregon
(3/22/2021)

IAR

Texas
(9/20/2024)

IAR

Washington
(6/3/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BLUE ANCHOR WEALTH ADVISORS, LLC

CRD#: 307522 / SEC#:

Alaska

Registered Investment Advisory firm - (3/12/2020 Approved)

California

Registered Investment Advisory firm - (12/15/2021 Approved)

Colorado

Registered Investment Advisory firm - (8/4/2020 Approved)

Oregon

Registered Investment Advisory firm - (3/22/2021 Approved)

Texas

Registered Investment Advisory firm - (9/20/2024 Conditional Restricted)

Washington

Registered Investment Advisory firm - (6/1/2020 Approved)

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Contact information

Main Address

4079 Tongass Ave. Suite 204, Ketchikan, AK 99901

Mailing Address

Phone number

(907) 225-6110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	266
AUM (Assets Under Management)	$ 100,241,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christine M. Eisenhower

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Marie Eisenhower's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE ANCHOR WEALTH ADVISORS, LLC

OTTER CREEK PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

BLUE ANCHOR WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE ANCHOR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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