Vitalii Iakushev (CRD# 7815355) is an Investment Advisor Representative working at Vifinance LLC in North Highlands, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vifinance LLC | North Highlands, CA | Sep 2023 - Current | < 1 |
| Unemployed | Sacramento, CA | Jul 2023 - Sep 2023 | < 1 |
| Self Employed | Kaliningrad, | May 2018 - Jul 2023 | 5 |
| West Leasing | Kaliningrad, | Jun 2020 - Jun 2021 | 1 |
| Etalon Avto LLC | Kaliningrad, | Sep 2014 - Feb 2019 | 4 |
| Sole Proprietor | Kaliningrad, | Jul 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$50,799
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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.