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Alexander Koynoff

Atk Financial Prosperity

Oswego, IL

CRD 7670503

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Employer firm

Atk Financial Prosperity CRD 324287

$1.64M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Atk Financial Prosperity

611 Spruce Ct, Oswego, IL 60543 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-03-02
  • IL RA
    APPROVED
    Since 2023-03-02

Branch Locations

611 Spruce Ct, Oswego, IL 60543 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northern Trust Chicago IL 01/2008 03/2019
Zurich North America Schaumburg IL 08/2019 05/2022
Atk Financial Prosperity Oswego IL 05/2022 Present
Northwestern University Evanston IL 02/2019 08/2019
  • 01/2008 → 03/2019
    Northern Trust
    Chicago, IL
  • 08/2019 → 05/2022
    Zurich North America
    Schaumburg, IL
  • 05/2022 → Present
    Atk Financial Prosperity
    Oswego, IL
  • 02/2019 → 08/2019
    Northwestern University
    Evanston, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-11
  • S65 Uniform Investment Adviser Law Examination
    2022-10-11

View on SEC IAPD

Nearby Firms

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CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Nearby Investors

MARK ALAN BEHRENS
LUIS CHAVEZ
JEFFREY ALLEN PRENTICE

Nearby Offices

LPL FINANCIAL LLC · OSWEGO, IL
LPL FINANCIAL LLC · OSWEGO, IL
CETERA INVESTMENT ADVISERS LLC · OSWEGO, IL

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