Tae K. Kneidinger
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Tae Kyoo Kneidinger, CFP®, who also goes by Tae Kyoo Kneidinger, was a registered financial professional .
Tae is a previously registered financial professional and started their career in finance in 2012. Tae had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 5, 2025 - August 7, 2025
YGC WEALTH
August 11, 2020 - June 7, 2023
WEALTHCARE CAPITAL MANAGEMENT LLC
August 6, 2020 - August 10, 2020
WEALTHCARE ADVISORY PARTNERS LLC
February 28, 2019 - July 31, 2020
KENDALL CAPITAL MANAGEMENT
February 19, 2013 - February 13, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
October 19, 2012 - February 13, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
YGC WEALTH
CRD#: 330812 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 10,586,069 |
Red Flags
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