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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-27 |
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