Yukon Wealth Management, Inc.

Yukon Wealth Management, Inc. (CRD# 109413) is a financial advisory firm headquartered in Overland Park, KS. They manage $146,367,842 in 82 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $1,784,974
Compensation Options
  • A percentage of assets under your management
  • Other
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, TX

Financial Advisors at Yukon Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Shannon N. Yarbrough
CRD#: 2698757
15050 Antioch Road, Suite 101, Overland Park, KS 66221
93
Wealthminder
score

Shannon Yarbrough (CRD# 2698757) is an Investment Advisor Representative working at Yukon Wealth Management, Inc. in Overland Park, KS and has over 20 years of experience in the finance industry.

2
Catherine C. Hollingsworth
CRD#: 6436407
15050 Antioch Road, Suite 101, Overland Park, KS 66221
88
Wealthminder
score

Catherine Hollingsworth (CRD# 6436407) is an Investment Advisor Representative working at Yukon Wealth Management, Inc. in Overland Park, KS and has over 2 years of experience in the finance industry.

3
John R. Hanahan
CRD#: 2525066
15050 Antioch Rd, Suite 101, Overland Park, KS 66221
73
Wealthminder
score

John Hanahan (CRD# 2525066) is an Investment Advisor Representative working at Yukon Wealth Management, Inc. in Overland Park, KS and has over 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.