From the May 2003 issue of Investment Advisor • Subscribe!

Terry Welsh

Alaska Financial Associates

809 Water Street

Ketchikan, Alaska 99901

Phone: 907-225-0619

Fax: 907-247-0619

Year practice began: 1987

Number of advisors in office: 1 advisor, 2 administrative staff in Ketchikan; 1 advisor in Anacortes, Washington

Number of clients: 130

Compensation method(s): Retainer fees based on assets under management; also some hourly fees and commissions

Annual retainer fee: $2,000-$10,000

Hourly rate: $200 per hour

Client demographics: Individuals, families, and business owners, most of whom reside in Alaska or Washington

Education: B.A. in social studies from St. John's University, Minnesota

Previous incarnations: Commercial fisherman, teacher, heavy equipment operator, VISTA volunteer

Professional designation(s): CFP, CLU, ChFC

Outside interests: Traveling, kayaking, spending time outdoors, golfing, volunteering for the Special Olympics of Alaska

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