Randall D. Yeisley

YEISLEY WEALTH SOLUTIONS

Wichita, KS 67206

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CRD#: 5694456

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.

Yeisley Financial Group, Inc.; INVESTMENT-RELATED; WICHITA, KS; INSURANCE SERVICES; PRESIDENT; 10/2006; APPROX. 100 HRS/MO. SPENT IN THIS BUSINESS; INSURANCE AGENT Yeisley Tax Solutions, Inc.; NON INVESTMENT-RELATED; WICHITA, KS; PRESIDENT; 05/2009; APPROX. 10 HRS/MO. SPENT IN THIS BUSINESS; TAX PREPARER Yeisley Lawn Care, Inc.; NON INVESTMENT-RELATED; WICHITA, KS; PRESIDENT; 05/2018; LESS THAN 10 HRS/MO. SPENT IN THIS BUSINESS; SEASONAL LAWN CARE SERVICE

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)

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: 7/2/2009

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	930
AUM (Assets Under Management)	$ 56,642,125

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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Randall D. Yeisley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Dean Yeisley's CRS (Customer Relationship Summary).

Certified licenses

Experience

YEISLEY WEALTH SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2009

Current Firm

YEISLEY WEALTH SOLUTIONS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YEISLEY WEALTH SOLUTIONS, INC.

TRUST BUT VERIFY

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