William Yancey, financial advisor Louisville KY

William Yancey

CRD Number: 1238253
Current Firm: Northwestern Mutual Investment Services,llc

William Yancey (CRD# 1238253) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Louisville, KY and has over 26 years of experience in the finance industry.

Similar Advisors
Colleen Abate, financial advisor Louisville KY
Colleen K. Abate
CRD# 6729610
Lpl Financial LLC
Similar Advisors
Neil Abney, financial advisor Louisville KY
Neil O. Abney
CRD# 4035401
Ameriprise Financial Services, LLC
Similar Advisors
Ethan Adams, financial advisor Louisville KY
Ethan C. Adams
CRD# 6656510
Brookstone Financial
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current 8
Northwestern Mutual Investment Services, LLC Milwaukee, WI Jan 1987 - Current 37
Northwestern Mutual Life Milwaukee, WI Dec 1983 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for William D. Yancey
Phone Number: 866-664-7737
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from William Yancey and other advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.