Meet Your Financial Advisors

The Alaska USA Financial Planning and Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

A good financial advisor will help you make smart, deliberate decisions about your financial future. Alaska USA Financial Planning and Investment Services Advisors have years of experience; they listen and take the time to answer your questions and explain your options. Financial planning can be complicated; don’t try to do it yourself when you have resources available to you.

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Laura Asgari
Financial Advisor
Alaska

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Michael Klopfer
Financial Advisor
Alaska

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James Kirk
Financial Advisor
Arizona & California

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John Gee
Financial Advisor
Washington

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Lance Sevier
Financial Advisor
Washington

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Bryanna Gleason
Senior Advisor Assistant

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Rebecca DiSalvi
Financial Advisor Coordinator

Check the background of these investment professionals on FINRA's BrokerCheck.

Contact an Alaska USA Financial Planning and Investment Services Advisor today!

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*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-2688516.1-0819-0921 Exp. 09/16/2021