Danielle Yingst, financial advisor Sidney OH
89 score

Danielle Yingst

CRD Number: 6199738
Current Firm: U.s. Bancorp Investments, Inc.

Danielle Yingst (CRD# 6199738) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Sidney, OH Jan 2015 - Current 1
Jpmorgan Securities LLC Sidney, OH May 2013 - Jan 2015 1
Jpmorgan Chase Sidney, OH Oct 2007 - May 2013 5
Unemployed East Lansing, MI Aug 2007 - Oct 2007 < 1
United Parcel Service Dayton, OH May 2007 - Aug 2007 < 1
Datyon Sportservice Dayton, OH May 2005 - Jun 2007 2
Wilmington College Wilmington, OH Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Danielle L. Yingst
Phone Number: 800-888-4700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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