Joshua Yost, financial advisor Hastings NE
93 score

Joshua Yost

CRD Number: 5586542
Current Firm: Resources Investment Advisors

Joshua Yost (CRD# 5586542) is an Investment Advisor Representative working at Resources Investment Advisors in Hastings, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bukaty Companies Financial Services Hastings, NE Mar 2014 - Current 2
Resources Investment Advisors, Inc. Hastings, NE Mar 2014 - Current 2
Lpl Financial Hastings, NE Oct 2008 - Current 8
Ellerbrock-norris Insurance Hastings, NE Jan 1998 - Oct 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Joshua J. Yost
Phone Number: 913-338-5300
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    4,124
    MILLIONS
  • Total Number of Accounts
    3,881
    ACCOUNTS
  • Average Account Value
    $1,062,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MN, MO, ND, NE, OH, OK, TN, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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