Nicholas Isaac Cohen
Investment adviser representative at Alaska Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Susitna ServicesMar 2023 to now
- Alaska Wealth AdvisorsJun 2019 to now
- Apcm Wealth Management for IndividualsMay 2019 to now
- Alaska USA FcuMay 2017 to Apr 2019
- Cuna Brokerage ServicesMay 2017 to Apr 2019
- Cuso Financial Services, LPApr 2016 to Apr 2017
- Denali Federal Credit UnionApr 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (AK).
Alaska Wealth Advisors
Legal name: Apcm Wealth Management for Individuals, LLC
$1.2BAssets managed
672Clients
13Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6478467
- Firm CRD
- 172151