Michael T. Yest

DEANE RETIREMENT STRATEGIES

NEW ORLEANS, LA 70163

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CRD#: 2407195

Professional summary

Michael Thomas Yest, who also goes by Myke Yest, is a registered financial advisor currently at DEANE RETIREMENT STRATEGIES, INC. located in New Orleans, Louisiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Myke Yest

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Yest's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 2, 2008 - Present

DEANE RETIREMENT STRATEGIES, INC.

Office #1: 1100 Poydras Street Suite 900, New Orleans, LA 70163

RIA

CRD#: 127096

NEW ORLEANS, LA

Past

February 12, 2001 - August 20, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NEW ORLEANS, LA

Past

December 16, 1998 - August 17, 2000

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

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".

DEANE RETIREMENT STRATEGIES, INC.

DEANE RETIREMENT STRATEGIES, INC. | LINDA LABORDE DEANE, INC.

CRD#: 127096 / SEC#: 801-68307

RIA

Registered Investment Advisory firm - (9/13/2007 Approved)

Louisiana

Registered Investment Advisory firm - (5/29/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Louisiana
(1/2/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/16/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/14/1998

General Securities Representative Examination

Current Firm

DEANE RETIREMENT STRATEGIES, INC.

DEANE RETIREMENT STRATEGIES, INC. | LINDA LABORDE DEANE, INC.

CRD#: 127096 / SEC#: 801-68307

RIA

Registered Investment Advisory firm - (9/13/2007 Approved)

Louisiana

Registered Investment Advisory firm - (5/29/2008 Terminated)

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Contact information

Main Address

2065 Energy Centre 1100 Poydras Street, New Orleans, LA 70163

Mailing Address

Phone number

(504) 582-2345

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts	316
AUM (Assets Under Management)	$ 216,338,935

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael T. Yest

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Yest's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEANE RETIREMENT STRATEGIES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

DEANE RETIREMENT STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/2007

Series 7

Date: 12/14/1998

Current Firm

DEANE RETIREMENT STRATEGIES, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEANE RETIREMENT STRATEGIES, INC.

TRUST BUT VERIFY

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