William Yarbenet (CRD# 6528347) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has 1 year of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Townsquare Capital | Provo, UT | Apr 2023 - Current | 1 |
Wex Bank | Sandy, UT | Apr 2021 - Apr 2023 | 2 |
Power Lobo LLC | Salt Lake City, UT | Jun 2021 - Jul 2022 | 1 |
Pitney Bowes Bank | Salt Lake, UT | Feb 2016 - Jun 2022 | 6 |
Goldman Sachs | Salt Lake, UT | Jun 2015 - Feb 2016 | < 1 |
St Regis Hotel | Park City, UT | Sep 2014 - Jun 2015 | < 1 |
University Of Utah | Salt Lake, UT | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- UT
-
Total Assets Under Management8,778MILLIONS
-
Total Number of Accounts33,539ACCOUNTS
-
Average Account Value$261,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WY
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.