VT
VT

Vicki Thompson

9 Years of Experience
Anchorage, AK
BrokerSells Insurance

Vicki Thompson is a registered investment advisor at Cetera Investment Advisers LLC, based in Anchorage, AK, with 9 years of industry experience. Vicki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

205 E. Benson Blvd, Suite 122, Anchorage, AK, 99503

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Vicki is an insurance agent with Avantax Insurance Agency LLC, selling insurance and equity indexed annuities. She also owns Vicki Thompson, EA LLC DBA Alaskan Ascent Financial Group, where she provides tax services, financial advice, and sells health and life insurance, dedicating nearly full-time hours to this business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2017 - September 2025 · 8 yrs 7 mos
Avantax Investment Services, INC.Broker
August 2016 - September 2025 · 9 yrs 1 mo
State Registrations5 states
AKALAZKSMI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Vicki Thompson - Financial Advisor | TrueAdvisor