Nicole Yankauskas, financial advisor Indianapolis IN

Nicole Yankauskas

CRD Number: 6347861
Current 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.

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Professional Designations
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

Nicole Yankauskas has no recent exams reported.
Contact Info for Nicole M. Yankauskas
Phone Number: 317-814-4790
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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