Brendan Yarwood (CRD# 7309312) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Skokie, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Mar 2022 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2020 - Current | 3 |
| Depaul University | Chicago, IL | Aug 2018 - Nov 2020 | 2 |
| Jared The Galleria Of Jewelry | Algonquin, IL | Oct 2018 - Mar 2020 | 1 |
| Menards Inc. | Carpentersville, IL | May 2017 - Oct 2018 | 1 |
| University Of St. Thomas | St. Paul, MN | Aug 2016 - May 2018 | 1 |
| Young Innovations, Inc. | Algonquin, IL | Dec 2015 - Jun 2016 | < 1 |
| Marian Central Catholic High School | Woodstock, IL | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- IL
-
Total Assets Under Management82,428MILLIONS
-
Total Number of Accounts461,370ACCOUNTS
-
Average Account Value$178,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, 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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.