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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2025-09-05
TX RA APPROVED 2025-09-05
  • AK RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

205 E Benson Blvd., Anchorage, AK 99503 • 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
Equitable Advisors, Llc New York NY 09/2023 05/2024
Hills And Valley Catering Port Hadlock WA 08/2021 Present
United States Marine Corps. Quantico VA 09/2018 09/2023
Show Me Log Homes Forsyth MO 11/2015 09/2018
Reflections Landscaping Sammamish WA 03/2018 05/2018
Avantax Investment Services Inc. Anchorage AK 06/2024 09/2025
Avantax Advisory Services Anchorage AK 06/2024 09/2025
Avantax Insurance Agency, Llc Anchorage AK 06/2024 09/2025
Margery Birkedal Llc Dba Alaskan Ascent Financial Group Anchorage AK 06/2024 Present
Vicky Thompson Llc Dba Alaskan Ascent Financial Group Anchorage AK 06/2024 Present
Hills And Valley Catering Port Townsend WA 08/2021 Present
Margery Birkedal Llc Dba Alaskan Ascent Financial Group Anchorage AK 06/2024 Present
Skyler Clemens, Llc Dba Alaskan Ascent Financial Group Anchorage AK 09/2024 Present
Cetera Wealth Services, Llc Anchorage AK 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 09/2023 → 05/2024
    New York, NY
  • 08/2021 → Present
    Hills And Valley Catering
    Port Hadlock, WA
  • 09/2018 → 09/2023
    United States Marine Corps.
    Quantico, VA
  • 11/2015 → 09/2018
    Show Me Log Homes
    Forsyth, MO
  • 03/2018 → 05/2018
    Reflections Landscaping
    Sammamish, WA
  • 06/2024 → 09/2025
    Avantax Investment Services Inc.
    Anchorage, AK
  • 06/2024 → 09/2025
    Avantax Advisory Services
    Anchorage, AK
  • 06/2024 → 09/2025
    Avantax Insurance Agency, Llc
    Anchorage, AK
  • 06/2024 → Present
    Margery Birkedal Llc Dba Alaskan Ascent Financial Group
    Anchorage, AK
  • 06/2024 → Present
    Vicky Thompson Llc Dba Alaskan Ascent Financial Group
    Anchorage, AK
  • 08/2021 → Present
    Hills And Valley Catering
    Port Townsend, WA
  • 06/2024 → Present
    Margery Birkedal Llc Dba Alaskan Ascent Financial Group
    Anchorage, AK
  • 09/2024 → Present
    Skyler Clemens, Llc Dba Alaskan Ascent Financial Group
    Anchorage, AK
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Anchorage, AK
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2024-06-24 → 2025-09-05
    Avantax Advisory Services
    Anchorage, AK
    Dallas, TX
  • 2023-11-14 → 2024-05-16
    Portland, OR
    Anchorage, AK
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-27
  • S66 Uniform Combined State Law Examination
    2023-09-27
Other Names
  • Skyler Thomas Clemens

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