Eugene Yanek, financial advisor Wilmington DE
93 score

Eugene Yanek

CRD Number: 5474204
Current Firm: H.d. Vest Advisory Services, Inc.

Eugene Yanek (CRD# 5474204) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Wilmington, DE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisory Services Hockessin, DE Jun 2016 - Current < 1
Scott A Gee, Ea Wilmington, DE Jun 2016 - Current < 1
Hd Vest Investment Services Hockessin, DE Jun 2016 - Current < 1
Hd Vest Insurance Agency Inc. Irving, TX Jun 2016 - Current < 1
Thrivent Financial For Lutherans Appleton, WI Apr 2012 - Jun 2016 4
Thrivent Investment Management Inc. Hockessin, DE Jan 2012 - Jun 2016 4
Thrivent Financial For Lutherans Appleton, WI Feb 2012 - Apr 2012 < 1
Unemployed Wilmington, DE Aug 2011 - Jan 2012 < 1
Morgan Stanley Smith Barney Wilmington, DE Nov 2009 - Aug 2011 1
Century Tax & Financial Wilmington, DE Mar 2008 - Nov 2009 1
Washington Square Ltd Hockessin, DE Jun 1987 - Mar 2008 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Eugene N. Yanek
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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