Witzleben Financial Services,
formerly Witzleben Agency, has been serving Alaskan’s investment needs since 1997. Fred Witzleben, the founder, started the business to provide the kind of quality financial advice he had been looking for to manage his own retirement savings. In 2001, Kurt Witzleben became securities licensed and started working with his dad, Fred.
The business grew over the years as several older advisors moved their clients over to Fred and Kurt to make sure their clients were taken care of properly after the advisor retired. That has been a constant quality at Witzleben Financial Services, service to our clients. In 2013, Fred retired and took the same advice he had been telling his retired clients for years, “go explore and have fun.”
Witzleben Financial Services continues to grow, but still maintains the values of service, professionalism, and a wide range of investment options to meet our client’s needs.
Get More than Just Investment Management
The single biggest complaint investors have about their current relationship with their Financial Advisor is that they feel like a number. They seldom get the personalized service or advice they deserve. When you work with Witzleben Financial Services you will experience the difference it makes to have a well-rounded, knowledgeable, objective and experienced financial advisor on your side that truly understands you and cares about helping you meet your goals.
Be More than just another Account
We believe you can achieve a more secure financial future by having a complete view of your finances, and by having a clear strategy to help you attain your goals. This is the reason why we begin every client engagement with a personalized investment and/or retirement plan that includes more than just investment recommendations. After all, your investments are just a piece of your overall financial picture.
About Kurt Witzleben
Promoting positive community and economic growth for Alaskans.
Kurt Witzleben was born and raised in Anchorage, Alaska, He studied business at Montana State University in Bozeman and proceeded to work a variety of jobs shaping his career. Following in the footsteps of his father, Kurt had a knack for finance and became a financial advisor in 2001. The most important lesson he learned from his father is how to take care of clients. Kurt is in the business of helping people, and his business just happens to be a Financial Advisor. Like most Alaskans, he loves spending time outdoors in the wonderful state we call home with his lovely wife, Lisa and their 3 children. A great way to describe his approach is casual. Kurt understands the essence of Alaskans and caters to that. His passion is to help you find the right plan when it comes to your financial present and future by developing a personalized investment plan for your specific situation.