Advisor at ATK Financial Prosperity
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Firm
ATK Financial Prosperity
Location
Oswego, IL 60543
Credentials
Series 65
Industry experience
3 years
Alexander Koynoff is a financial advisor at ATK Financial Prosperity with a Series 65 designation and three years of industry experience. He previously worked at Zurich North America, Northwestern University, and Northern Trust. ATK Financial Prosperity is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients with financial planning and discretionary portfolio management. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive portfolios constructed with index mutual funds and ETFs, supplemented by fundamental, technical, cyclical, and charting analysis.
Based on ATK Financial Prosperity
Project-based financial planning fixed fee range $3,000 to $10,000; onboarding fee $0 to $2,000; initial financial planning fee $0 to $2,000
$0 - $750,000: 1% $750,000+: Included with Ongoing Comprehensive Financial Planning service fee
$200 per hour, charged in 15-minute increments, minimum engagement 3 hours
Minimum fee: Minimum annual fee of $3,000 paid monthly in arrears Fee-only: Ongoing financial planning fee ranging from $750 to $10,000 per quarter (subject to minimum annual fee of $3,000); project-based financial planning fixed fee $3,000 to $10,000; hourly advice at $200/hour with minimum 3 hours
611 Spruce Ct
Oswego, IL 60543
Illinois
ATK Financial Prosperity
2022 - Present (4 years)
Zurich North America
2019 - 2022 (3 years)
Northwestern University
2019 - 2019 (1 year)
Northern Trust
2008 - 2019 (11 years)
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Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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