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Matthew James Eisenhower

Blue Anchor Wealth Advisors, LLC

Ketchikan, AK

CRD 7228193

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Employer firm

Blue Anchor Wealth Advisors, LLC CRD 307522

$144M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Blue Anchor Wealth Advisors, Llc

4079 Tongass Ave. Suite 204, Ketchikan, AK 99901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-20
CA RA APPROVED 2024-01-08
CO RA APPROVED 2024-01-08
OR RA APPROVED 2024-01-08
WA RA APPROVED 2020-06-01
AK RA APPROVED 2020-03-12
  • TX RA
    APPROVED_RES
    Since 2024-09-20
  • CA RA
    APPROVED
    Since 2024-01-08
  • CO RA
    APPROVED
    Since 2024-01-08
  • OR RA
    APPROVED
    Since 2024-01-08
  • WA RA
    APPROVED
    Since 2020-06-01
  • AK RA
    APPROVED
    Since 2020-03-12

Branch Locations

4079 Tongass Ave. Suite 204, Ketchikan, AK 99901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peacehealth Ketchikan Medical Center Ketchikan AK 01/2013 02/2020
Blue Anchor Wealth Advisors, Llc Ketchikan AK 02/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-24
  • S65 Uniform Investment Adviser Law Examination
    2020-01-24

View on SEC IAPD

Nearby Firms

EDWARD JONES

Nearby Investors

CHRISTINE MARIE EISENHOWER
Tristan M Dahl
Benjamin Lee Edwards

Nearby Offices

EDWARD JONES · KETCHIKAN, AK

More in Ketchikan, AK

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