Kassi M. Fetters
ARTICA FINANCIAL SERVICES LLC
Anchorage, AK 99503
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CRD#: 7323252
Professional summary
Kassi Marissa Fetters, CFP® is a registered financial advisor currently at ARTICA FINANCIAL SERVICES LLC located in Anchorage, Alaska.
Kassi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kassi has worked at 2 firms .
Question & Answer
What are your service offerings?
Long-term Care
Health Care
Budgeting
Small Business Planning
Inheritance
Retirement Planning
Investment Planning
Employee and Employer Plan Ben...
Life Transitions
Estate Planning
Education Planning
Debt Management
Retirement Income Management
Comprehensive Financial Planni...
Insurance Planning
Social Security Planning
Socially Responsible Investing
Tax Planning
Divorce Planning
Do you have an area of expertise or specialization?
Arbitration & Mediation
Comprehensive Financial Planni...
Budget & Debt Management
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Banking
Buying a Home
Career Change
Bankruptcy
Business Taxes
Asset Allocation
Corporate Finance
Estate Planning
Investment Management
Disaster Recovery
Limited Partnerships
Government & Military
Employee Benefits
Getting Divorced
Irregular Income
Mutual Funds
Getting Married
Identity Theft
Real Estate
Insurance
Job Loss
Minority Financing
Startup
Life Planning
Retirement
Stocks & Bonds
Tangible Assets
Long-term Care
Succession Planning
Starting a Family
Sudden Wealth
Medical & Health Issues
Men's Finances
Nontraditional Households
Special Needs
Personal Taxes
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
None
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 Kassi Marissa Fetters'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: 2020
Experience
Current
January 9, 2022 - Present
ARTICA FINANCIAL SERVICES LLC
Office #1: 3400 Spenard Road Suite 216, Anchorage, AK 99503RIA
CRD#: 314987
Anchorage, AK
Past
January 26, 2021 - May 14, 2021
OUTLOOK FINANCIAL SERVICES
RIA
CRD#: 133179
ANCHORAGE, 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(1/9/2022)
Exams
Current Firm
AF
ARTICA FINANCIAL SERVICES LLC
ARTICA FINANCIAL SERVICES LLC
CRD#: 314987 / SEC#:
Alaska
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Contact information
Main Address
3400 Spenard Road Suite 216, Anchorage, AK 99503
Mailing Address
Phone number
(907) 274-1006
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 12,891,989 |
Red Flags
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Company Information
ARTICA FINANCIAL SERVICES LLC
CRD#: 314987Anchorage, AK 99503TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
