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Alexander Knott

Advisor at Edward Jones

Updated today

Location

Fairbanks, AK 99709-3017

Credentials

Series 63, Series 66

Industry experience

26 years

About

Alexander Knott is a financial advisor with Edward Jones in Fairbanks, Alaska, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Knott owns and operates Uptick Racing Kennel, a sled dog racing business in Two Rivers, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

4001 Geist Road Suite 13

Fairbanks, AK 99709-3017

Most active in

Alaska · Texas

Work history

Edward Jones

1999 - Present (27 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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Phil Y

Series 63

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

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.

Wealth management Multi-generational wealth transfer Passive / index investing
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Jaime G

Series 65

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

Jaime Graham is a financial advisor at Phil A. Younker & Associates, Ltd. with eight years of industry experience. He holds a Series 65 credential and has previously worked at Abridge Partners, LLC. 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 strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and coordination with outside managers.

Wealth management Multi-generational wealth transfer Passive / index investing
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Tammy K

Series 65

Fairbanks, AK

Elliott Cove Capital Management

Tammy Kosa is a financial advisor at Elliott Cove Capital Management in Fairbanks, AK, with 19 years of industry experience. She holds a Series 65 designation and has been with Elliott Cove since 2006, alongside a concurrent role at Northrim Bank since 2004. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification through index-type mutual funds and ETFs, managing portfolios with a factor-oriented, efficient-market philosophy.

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

Series 65

Fairbanks, AK

Greenup Wealth

Joshua Church is a financial advisor at Arbor Capital Management Inc with five years of industry experience. He holds a Series 65 designation and previously worked at Build Right Construction Inc. and Eleanor Investment Inc. Church served nine years in the U.S. Marine Corps. Arbor Capital Management serves individual and high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities, providing investment management, financial planning, and portfolio monitoring. The firm employs a long-term investment approach that combines passive index exposure with selective active management and also offers digital asset management and business-to-business consulting through its Arbor Digital division.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Roark H

CFP®, Series 63, Series 65

Fairbanks, AK

Concurrent Investment Advisors, LLC

Roark Head is a CFP® with 42 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His prior experience includes roles at Wedbush Securities and Raymond James. He is also the owner of Head Retirement & Wealth Strategies LLC, a support company focused on building and maintaining client models. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach using customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

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