David B. Yeske
YESKE BUIE
SAN FRANCISCO, CA 94104
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CRD#: 2047798
Professional summary
David Brent Yeske, CFP® is a registered financial advisor currently at YESKE BUIE INC. located in San Francisco, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. David has worked at 2 firms .
Biography
Dr. David B. Yeske, CFP® holds a doctorate in finance from Golden Gate University, an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990.
Dave is a past Chair of the Financial Planning Association and is a long-time Mentor and Dean in FPA’s Residency Program. He has been named a top advisor by Bloomberg Wealth Manager and he has been quoted in national media including The Wall Street Journal, Business Week, The New York Times, and USA Today.
Dave has written feature articles for various professional outlets and he is currently the Practitioner Editor of the Journal of Financial Planning. He co-authored with Elissa Buie, CFP®, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World”, which was published in July 2006 in The Journal of Financial Planning. The Journal also published their most recent collaboration, “Evidence-Based Financial Planning: To Learn. . . Like a CFP®,” in November 2011. Dave contributed 13 chapters to the CFP Board’s “Financial Planning Competency Handbook”, published in April 2013. Dave and Elissa also contributed a chapter to “Investor Behavior: The Psychology of Financial Planning and Investing,” published in February 2014.
Dave sits on the Board of Trustees of the Foundation for Financial Planning.
Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he is director of the University’s financial planning program.
In 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award for his contributions as a thought leader in the profession.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Retirement Income Management
Comprehensive Financial Planni...
Life Transitions
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Brent Yeske'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: 1990
Experience
Current
August 28, 2007 - Present
YESKE BUIE INC.
Office #1: 220 Montgomery Street, Suite 900, San Francisco, CA 94104RIA
CRD#: 143234
SAN FRANCISCO, CA
Past
September 10, 1990 - December 5, 2008
YESKE & CO INC
RIA
CRD#: 106082
SAN FRANCISCO, CA
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".
YESKE BUIE INC.
YESKE BUIE INC.
CRD#: 143234 / SEC#: 801-68187
RIA
Registered Investment Advisory firm - (8/28/2007 Approved)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.Highlighted states indicate IAR registrations
IAR
California(8/28/2007)
Exams
Current Firm
YESKE BUIE INC.
YESKE BUIE INC.
CRD#: 143234 / SEC#: 801-68187
RIA
Registered Investment Advisory firm - (8/28/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
301 Maple Avenue West Suite 600, Vienna, VA 22180
Mailing Address
Phone number
(800) 772-1887
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,429 |
| AUM (Assets Under Management) | $ 925,924,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/16/2025 | ||
| 01/22/2025 | ||
| 06/28/2023 |
Red Flags
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