Nicole Yankauskas
CRD Number: 6347861Current Firm: Avalon Wealth Advisory, Inc.
Compensation Model: Fee Only
Nicole Yankauskas (CRD# 6347861) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has 7 years of experience in the finance industry. Nicole Yankauskas 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1660255
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avalon Wealth Advisory, Inc. | Indianapolis, IN | May 2011 - Current | 9 |
| Indiana State Senate | Indianapolis, IN | Dec 2010 - May 2011 | < 1 |
| Bracken Library | Muncie, IN | Jan 2008 - Oct 2010 | 2 |
| Market Street Wealth | Indianapolis, IN | May 2010 - Aug 2010 | < 1 |
| Miller College Of Business | Muncie, IN | May 2009 - May 2010 | 1 |
| Peoples Bank | Hobart, IN | May 2008 - Jan 2009 | < 1 |
| White Hawk Country Club | Crown Point, IN | May 2008 - Aug 2008 | < 1 |
| Full Time Student | Lowell, IN | Aug 2007 - May 2008 | < 1 |
| Henderlong Homes | Crown Point, IN | Aug 2006 - Aug 2007 | 1 |
| Circuit City | Merrillville, IN | Nov 2006 - Jan 2007 | < 1 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- 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)
IN
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