Kugler Financial Services Network

Joel Kugler Financial Advisor FSC Securities Corporation	Our mission is to direct clients in making wise and appropriate financial planning choices
"As a Financial Advisor, Joel fills many roles. That role depends on what a client needs in a specific situation: Trusted Advisor; Problem Solver; Planner; Catalyst; Coordinator; Consultant; Coach; Confidant; Sounding Board; Financial Conscience; Teacher; Mentor; Friend."

About Us

PO Box 84827
Fairbanks AK 99708-4827

1488 Holy Cross Dr
Fairbanks AK 99709

The street address is for
FedEx/UPS deliveries only.
Please use the PO BOX
for all (USPS) mail.

Phone: 907-374-3914
Fax: 907-374-3915

Market Watch

Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	26,075.30	+ 1.44
NYSE Composite	12,075.58	+ 1.23

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.

Newsletters

Four Questions on the Roth Five-Year Rule

This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.

SECURE Act Changes That Matter to Small Employers

The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.

Will vs. Trust: Know the Difference

Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.

Three Life Insurance Strategies for Small Businesses

This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.

More Newsletters →

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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*Securities, insurance, and advisory services offered through FSC Securities Corporation,
member FINRA/SIPC. Additional insurance services offered through
Kugler Financial Services Network, which is not affiliated with
FSC Securities Corporation.
___________________________________________________________

Joel Kugler is registered for securities business in the states of Alaska, California, Colorado,
Idaho, Indiana, Minnesota, Ohio, South Carolina, Texas, Utah, Virginia and Washington.
He is licensed for insurance business in the states of
Alaska (#23358), California (#0784675),
Idaho (#430036) and Washington (#814679)

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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