Anton Kulikov
Advisor at AK Investing
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Anton Kulikov is a financial advisor at AK Investing with six years of industry experience. He holds a Series 65 designation and has been with AK Investing since 2019. He also has a concurrent role at Tastytrade Inc. since 2018. AK Investing provides investment management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and businesses. The firm emphasizes diversified asset allocation with mutual funds, ETFs, and options strategies, employs a risk model based on market implied volatility, and offers ERISA fiduciary retirement-plan consulting and performance-based fee arrangements.
Client services
Based on AK Investing
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on AK Investing
Options & derivatives strategies
Passive / index investing
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Fee options
Targeted focus financial planning: $500 to $1,500 fixed fee; Retirement planning fees: flat annual fee plus percentage of total plan assets
Comprehensive financial planning: $100 to $400 per hour; Investment management hourly fees may range from $100 to $400 per hour
Performance fees generally charged as a percentage of account increase for qualified clients (minimum $1,000,000 AUM or net worth $2,100,000)
Account minimum: $250,000 Minimum fee: $2,000 minimum annual fee per managed account Fee-only: Comprehensive financial planning: $100 to $400 per hour; Targeted focus financial planning: $500 to $1,500 fixed fee
Location
8191 N Tamiami Trail, Bldg B1, Unit 2
Sarasota, FL 34243
Most active in
Anton K has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois
Work history
AK Investing, LLC
2019 - Present (7 years)
Tastytrade inc
2018 - Present (8 years)
Student
2009 - 2018 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Ricardo D
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Insight Family Financial
Douglas B
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Sarasota, FL
DB Asset Management,LLC.
Geoffrey P
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Sarasota, FL
Charitable Foundation Services LLC
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