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Tristan M Dahl

Blue Anchor Wealth Advisors, LLC

Ketchikan, AK

CRD 8165624

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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
AK RA APPROVED 2025-09-24
CA RA APPROVED 2025-09-19
CO RA APPROVED 2025-09-19
OR RA APPROVED 2025-09-19
TX RA APPROVED 2025-09-19
WA RA APPROVED 2025-09-19
  • AK RA
    APPROVED
    Since 2025-09-24
  • CA RA
    APPROVED
    Since 2025-09-19
  • CO RA
    APPROVED
    Since 2025-09-19
  • OR RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED
    Since 2025-09-19
  • WA RA
    APPROVED
    Since 2025-09-19

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
Blue Anchor Wealth Advisors Ketchikan AK 06/2025 Present
Student Ketchikan AK 01/2015 06/2025
  • 06/2025 → Present
    Blue Anchor Wealth Advisors
    Ketchikan, AK
  • 01/2015 → 06/2025
    Student
    Ketchikan, AK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-18
  • S65 Uniform Investment Adviser Law Examination
    2025-09-18

View on SEC IAPD

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