SC
Skyler T. Clemens
CETERA INVESTMENT ADVISERS LLC
ANCHORAGE, AK 99503
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CRD#: 7809730
SC
Professional summary
Skyler Thomas Clemens, who also goes by Skyler Thomas Clemens, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Anchorage, Alaska and CETERA WEALTH SERVICES, LLC located in Anchorage, Alaska.
Skyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Skyler has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Skyler Thomas Clemens
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.
1) SKYLER CLEMENS, LLC DBA ALASKAN ASCENT FINANCIAL GROUP POSITION: Member NATURE: Through this entity, I will continue providing bookkeeping services to Hills and Valley Catering and other existing clients. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 09/17/2024 ADDRESS: 205 E Benson Blvd., Suite 122, Anchorage AK 99503, United States DESCRIPTION: The bookkeeping services I provide are categorizing transactions, assisting with payroll, and updating client profiles within Quickbooks. 2) HILLS AND VALLEY CATERING POSITION: Account Assistance NATURE: Hills and Valley provide catering services for various events to include weddings, birthday parties, office parties, etc. They create menus, cook the food, and provide onsite services. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 08/23/2021 ADDRESS: 1001 Water St., Ste 17A, Port Townsend WA 98368, United States DESCRIPTION: I work with the owner to provide the following services: Categorize transactions in QuickBooks, Authorize hours and submit payroll for employees, Pull reports for use by owner in tax preparation, Reconcile account registers in QuickBooks, Balance bank accounts to ensure sufficient funds for taxes and wages. 3) MARGERY BIRKEDAL LLC DBA ALASKAN ASCENT FINANCIAL GROUP POSITION: Financial Advisor NATURE: This entity provides financial services and planning to clients. Conducts client meetings to determine financial needs and fiduciary duties. Provides advisory services, insurance options, and wealth management services to new and existing clients utilizing Avantax operating systems and financial tools. Period client reviews are conducted to ensure client needs are updated and the best financial planning, investment advice, and wealth management is provided. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/20/2024 ADDRESS: 205 E Benson Blvd, Ste 122, Anchorage AK 99503, United States DESCRIPTION: I will meet with clients through referrals, cold marketing, and natural market. I will determine financial needs for life insurance, investments, and financial planning based on client meeting. Once client needs are established, I will create a comprehensive financial plan and implement the plan with client approval. 4) VICKY THOMPSON LLC DBA ALASKAN ASCENT FINANCIAL GROUP POSITION: Financial Advisor NATURE: This entity provides financial services and planning to clients. Conducts client meetings to determine financial needs and fiduciary duties. Provides advisory services, insurance options, and wealth management services to new and existing clients utilizing Avantax operating systems and financial tools. Period client reviews are conducted to ensure client needs are updated and the best financial planning, investment advice, and wealth management is provided. INVESTMENT RELATED: Yes NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 64 START DATE: 06/20/2024 ADDRESS: 205 E Benson Blvd, Ste 122, Anchorage AK 99503, United States DESCRIPTION: I will be responsible for assisting Vicki Thompson in completing financial planning, organizing office files, analyzing tax documents for financial services opportunities, and meeting with Clients to establish solid continuing relationships.I will also be working with referral and existing clients to bring in new business for financial services.
CRS (Client Relationship Summary) - RIA
Click below to view Skyler Thomas Clemens'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 205 E Benson Blvd Ste 122, Anchorage, AK 99503RIA
CRD#: 105644
ANCHORAGE, AK
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 205 E Benson Blvd Ste 122, Anchorage, AK 99503BD
CRD#: 13572
Anchorage, AK
Past
June 24, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Anchorage, AK
Past
June 24, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Anchorage, AK
Past
November 14, 2023 - May 16, 2024
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
ANCHORAGE, AK
Past
November 13, 2023 - May 16, 2024
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
ANCHORAGE, AK
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/5/2025)
IAR
Alaska(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Missouri(9/5/2025)
RR
Oregon(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/12/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
