Jeffrey YoderCRD Number: 2009282
Current Firm: Nfp Advisor Services, LLC
Jeffrey Yoder (CRD# 2009282) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Wichita, KS and has over 26 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|Nfp Advisor Services||Wichita, KS||Jan 2004 - Apr 2016||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1991|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
- Customer Dispute
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)