Lisa Yoest (CRD# 1963265) is an Investment Advisor Representative working at Baker & Yoest Investment Advisers, Inc. in Northfield, IL and has over 32 years of experience in the finance industry. Lisa Yoest 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.
CRD# 4437589
Arete Wealth Advisors, LLC
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baker & Yoest Investment Advisers Inc. | Northbrook, IL | Dec 2008 - Current | 15 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
- IL
-
Total Assets Under Management114MILLIONS
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Total Number of Accounts79ACCOUNTS
-
Average Account Value$1,444,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
IL, NE
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