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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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RY

Randall D. Yeisley

YEISLEY WEALTH SOLUTIONS
Wichita, KS 67206
Some features on this profile are disabled
CRD#: 5694456
RY

Professional summary

Randall Dean Yeisley, who also goes by Randy Yeisley, is a registered financial advisor currently at YEISLEY WEALTH SOLUTIONS, INC. located in Wichita, Kansas.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Randall has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Randy Yeisley

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 Randall Dean Yeisley'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®
None

Experience

Current

November 23, 2009 - Present

YEISLEY WEALTH SOLUTIONS, INC.

Office #1: 10111 E. 21st St. N. Suite 205, Wichita, KS 67206
RIA
CRD#: 151018
Wichita, KS

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
Georgia
(7/29/2020)
IAR
Kansas
(11/23/2009)
IAR
North Carolina
(1/21/2020)
IAR
Oklahoma
(8/29/2014)
IAR
South Carolina
(1/5/2021)
IAR
Texas
(4/2/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/2009
Uniform Investment Adviser Law Examination

Current Firm

YW
YEISLEY WEALTH SOLUTIONS, INC.
FREEDOM WEALTH SOLUTIONS, INC. | YEISLEY WEALTH SOLUTIONS, INC.

CRD#: 151018 / SEC#:

Georgia
Registered Investment Advisory firm - (7/23/2020 Approved)
Kansas
Registered Investment Advisory firm - (11/23/2009 Approved)
North Carolina
Registered Investment Advisory firm - (1/21/2020 Approved)
Oklahoma
Registered Investment Advisory firm - (8/28/2014 Approved)
South Carolina
Registered Investment Advisory firm - (1/5/2021 Approved)
Texas
Registered Investment Advisory firm - (4/2/2018 Conditional Restricted)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10111 E. 21st St. N. Suite 205, Wichita, KS 67206
Mailing Address
Phone number
(316) 719-2900
Established
Firm type
Fiscal year end
# of Employees
10

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts861
AUM (Assets Under Management)$ 75,331,358

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.

Company Information

YEISLEY WEALTH SOLUTIONS, INC.

CRD#: 151018Wichita, KS 67206

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