Our Firm

Tegeler Advisory Services, LLC (TAS) is an independent fee-only Alaska registered investment advisory firm located in Wasilla, Alaska. TAS provides Investment Management and Financial Planning to individuals as well as business entities.

TAS was created by Wesley Tegeler, CPA, PFS* who wished to extend his thirty years of tax and accounting experience into investment and planning services that look to the future, not the past. His desire is to guide clients with confidence through an objective process as they pursue their financial goals. Beginning in 1999, he obtained his securities licenses offering financial services as a registered representative. In 2009, TAS was licensed in Alaska as an independent registered investment advisor (RIA) providing fee only advisory services. As an RIA, TAS can provide an independent perspective on an unlimited number of investment options without influence from a corporate office.

*The PFS (Personal Financial Specialist) credential is granted by the American Institute of Certified Public Accountants (AICPA) to qualified CPA's who demonstrate broad-based financial planning expertise through their knowledge, skills and experience. To qualify an individual must be a CPA member in good standing of the AICPA, hold a valid CPA certificate and meet education and experience requirements.