Scott W. Yanker
THE YANKER GROUP
Manchester, MO 63021
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CRD#: 1255764
Professional summary
Scott William Yanker, CFP® is a registered financial advisor currently at THE YANKER GROUP located in Manchester, Missouri and LPL FINANCIAL LLC located in Manchester, Missouri.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Scott has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 11/21/2003: No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - COMMISSION THRU GROUP HEALTH, LIFE AND DENTAL PRODUCTS 2. 12/15/2003: THE YANKER GROUP - WEALTH MANAGEMENT SERVICES - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) 3. 06/16/2006: Curt Center - Real Estate Rental - INV REL - At Reported Business Location(s) - shopping center in Muskogee OK named Curt Center - 2% Time Spent 4. 12/19/2007: Anthem Blue Cross Blue Shield - Non-Variable Insurance - INV REL - At Reported Business Location(s) - I am appointed with Anthem Blue Cross/Blue Shield to sell health insurance. - 1% Time Spent 5. 08/17/2009: No Business Name - Real Estate Rental - INV REL - 13611 Barrett Office Dr. ste. 100 Manchester, MO. 63021 - RENTING AN OFFICE IN OUR NEW OFFICE BUILDING - 1% Time Spent 6. 01/29/2015 - The Yanker Group - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 12/31/2004 - 40 Hr/Mo; 40 Hours During Securities Trading 7. 07/21/2016: The Yanker Group - Registered Investment Advisor Hybrid - (Hybrid) The Yanker Group - INV REL - At Reported Business Location(s) - Start 02/03/2016 - IAR - Financial planning analysis and projections - 40 Hr/Mo; 8 Hours During Securities Trading. 8. 11/18/2020 - Siblings Estates LLC - Not Investment Related - 2301 Lafayette Ave. St. Louis, MO 63104 - Other-Business Owner - Start Date: 3/1/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Rehabbing a property to convert to a bed and breakfast. 9. 2/3/2021 - HLM Hospitality LLC - Investment Related - Home Based & Hermann MO 65041 - Real Estate Rental - Start Date: 03/01/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Bed and breakfast with niece. 10. 03/14/2022- The Fancy Pheasant LLC - Investment Related - Hermann MO 65041 - Other - Passive Investor - Investor - Start Date - 02/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Scott William Yanker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
January 4, 2016 - Present
THE YANKER GROUP
Office #1: 13611 Barrett Office Dr., Ste. 100, Manchester, MO 63021RIA
CRD#: 281364
Manchester, MO
Current
November 18, 2003 - Present
LPL FINANCIAL LLC
Office #1: 13611 Barrett Office Dr #100, Manchester, MO 63021RIA
BD
CRD#: 6413
Manchester, MO
Past
November 18, 2003 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
BALLWIN, MO
Past
October 31, 1995 - December 18, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
CREVE COEUR, MO
Past
May 1, 1984 - November 19, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TY
THE YANKER GROUP
THE YANKER GROUP | THE YANKER GROUP, INC.
CRD#: 281364 / SEC#: 801-118402
RIA
Registered Investment Advisory firm - (4/9/2020 Approved)Illinois
Registered Investment Advisory firm - (4/9/2020 Terminated)Missouri
Registered Investment Advisory firm - (9/13/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/27/2007)
RR
Arizona(5/26/2005)
RR
Arkansas(12/23/2008)
RR
California(6/30/2004)
RR
Colorado(5/14/2019)
RR
Florida(10/18/2012)
RR
Georgia(2/7/2023)
RR
Illinois(11/21/2003)
IAR
Illinois(1/4/2016)
RR
Kansas(11/21/2003)
RR
Kentucky(11/14/2022)
RR
Louisiana(1/7/2022)
RR
Massachusetts(1/23/2007)
RR
Michigan(11/21/2003)
RR
Minnesota(1/3/2013)
RR
Mississippi(11/14/2022)
RR
Missouri(11/18/2003)
IAR
Missouri(2/10/2016)
RR
Nevada(1/2/2020)
RR
New Mexico(9/4/2018)
RR
Ohio(6/20/2014)
RR
Oklahoma(5/25/2006)
RR
Oregon(11/21/2003)
RR
South Carolina(8/22/2024)
RR
South Dakota(9/15/2014)
RR
Tennessee(12/8/2009)
RR
Texas(1/10/2011)
RR
Virginia(5/17/2016)
RR
Wisconsin(6/18/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TY
THE YANKER GROUP
THE YANKER GROUP | THE YANKER GROUP, INC.
CRD#: 281364 / SEC#: 801-118402
RIA
Registered Investment Advisory firm - (4/9/2020 Approved)Illinois
Registered Investment Advisory firm - (4/9/2020 Terminated)Missouri
Registered Investment Advisory firm - (9/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13611 Barrett Office Dr., Ste. 100, Manchester, MO 63021
Mailing Address
Phone number
(314) 962-5600
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 852 |
| AUM (Assets Under Management) | $ 265,000,000 |
Red Flags
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Company Information
THE YANKER GROUP
CRD#: 281364Manchester, MO 63021TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
