Alex Koch, CFP®

Experience

• 

  Northwestern Mutual

  Aug 2014 - Jan 2016

  • Analyze various quantitative and qualitative financial reports• Manage multiple diverse projects in a demanding and fast-paced environment• Evaluate client’s existing portfolios • Construct Portfolios for clients• Process trade and transactions orders for clients• Rebalance and review portfolios• Audit and reviewed daily asset activity for all clientele • Communicate effectively with multiple teams and individuals with different perspectives to accomplish objectives• Develop financial models built for tracking investment acquisitions and opportunities by utilizing data entry systems• Exercise strong attention to detail with the ability to work with a high degree of accuracy Show less • Analyzed various quantitative and qualitative financial reports• Managed multiple diverse projects in a demanding and fast-paced environment• Evaluated client’s existing portfolios • Audited and reviewed daily asset activity for all clientele • Communicated effectively with multiple teams and individuals with different perspectives to accomplish objectives• Developed financial models built for tracking investment acquisitions and opportunities by utilizing data entry systems• Exercised strong attention to detail with the ability to work with a high degree of accuracy Show less

  • Associate Director of Investment Research

    Jul 2015 - Jan 2016

  • AFR

    Jan 2015 - Jun 2015

  • CFR

    Aug 2014 - Dec 2014
• 

  Resolute Wealth Partners - Private Client Group

  Jan 2016 - Aug 2024

  Private Wealth Advisor

  Certified Financial Planner, CFP® |Wealth Management & Financial Independence Planning

• 

  Sovereign Wealth Strategies Group

  Aug 2024 - now

  Wealth Management Advisor

  Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Sovereign Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Show less