Kaitlin YardleyCRD Number: 5336245
Current Firm: Schaeffer Financial LLC
Kaitlin Yardley (CRD# 5336245) is an Investment Advisor Representative working at Schaeffer Financial LLC in Houston, TX and has 1 year of experience in the finance industry. Kaitlin Yardley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Linscomb & Williams
The Goff Financial Group
|Schaeffer Financial, LLC||Rockville, MD||Aug 2014 - Current||3|
|Stay-at-home Mother||Singapore,||Jul 2013 - Jul 2014||1|
|Expat Insurance||Singa,||Oct 2012 - Jun 2013||< 1|
|Stay-at-home Mother||Singapore,||Mar 2012 - Sep 2012||< 1|
|Yeske Buie||San Fransico, CA||Jun 2010 - Feb 2012||1|
|Leaders In Community Alternatives||San Francisco, CA||Nov 2009 - Jun 2010||< 1|
|Myfinancialadvice, Inc.||Boulder, CO||Jul 2008 - Jun 2010||1|
|Schaeffer Financial LLC||Rockville, MD||Mar 2007 - Jan 2009||1|
|Boland Services||Rockville, MD||Jul 2003 - Mar 2007||3|
Total Assets Under Management148MILLIONS
Total Number of Accounts445ACCOUNTS
Average Account Value$331,476
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DC, FL, MD, NY, PA, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.