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Phil Younker, Jr. Jr.

Advisor at Phil A. Younker & Associates, Ltd.

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Phil A. Younker & Associates, Ltd. logo

Firm

Phil A. Younker & Associates, Ltd.

Location

Fairbanks, AK

Credentials

Series 63

Industry experience

30 years

About

Phil Younker, Jr. is a financial advisor with Phil A. Younker & Associates, Ltd. in Fairbanks, Alaska, holding a Series 63 designation and over 30 years of industry experience. He has been with Phil Younker & Associates since 1986. Phil A. Younker & Associates provides discretionary portfolio management and wealth-planning services to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and businesses. The firm primarily uses passive investment management strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and third-party manager referrals.

Client services

Based on Phil A. Younker & Associates, Ltd.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Phil A. Younker & Associates, Ltd.

Wealth management Multi-generational wealth transfer Passive / index investing

Fee options

Fixed

Fixed fees for Multigenerational Wealth Services are negotiated on a case-by-case basis depending on complexity; fees may be waived for clients with significant assets managed by the firm.

Percentage

$0.00 - $500,000: 1.00% $500,001+: 0.80%

Location

Fairbanks, AK

Most active in

Alaska · Texas

Work history

Phil Younker & Associates

1986 - Present (40 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax-loss harvesting Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Jaime G

Series 65

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

Wealth management Multi-generational wealth transfer Passive / index investing
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Alexis L

Series 65

Fairbanks, AK

LifeTyme Financial Advisors, LLC

Retired Founder/Business Owner Mid-Career Professionals Approaching retirement
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Tammy K

Series 65

Fairbanks, AK

Elliott Cove Capital Management

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Brian S

Series 63, Series 65

Fairbanks, AK

Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Roark H

CFP®, Series 63, Series 65

Fairbanks, AK

Concurrent Investment Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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