Brian W. Yendrey

YENDREY WEALTH MANAGEMENT LLC

Victoria, TX 77904

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CRD#: 6932951

Professional summary

Brian Wayne Yendrey is a registered financial advisor currently at YENDREY WEALTH MANAGEMENT LLC located in Victoria, Texas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brian has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

Manager at Kawasaki of Victoria, Non-Investment related, Full time employment

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Wayne Yendrey'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

March 6, 2019 - Present

YENDREY WEALTH MANAGEMENT LLC

Office #1: 5606 North Navarro Suite 200-j, Victoria, TX 77904

RIA

CRD#: 298940

Victoria, TX

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

Texas
(3/6/2019)

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: 2/25/2019

Uniform Investment Adviser Law Examination

Current Firm

YENDREY WEALTH MANAGEMENT LLC

CRD#: 298940 / SEC#:

Texas

Registered Investment Advisory firm - (10/29/2018 Approved)

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Contact information

Main Address

5606 North Navarro Suite 200-j, Victoria, TX 77904

Mailing Address

Phone number

(361) 648-7889

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 9,000,000

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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Brian W. Yendrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Wayne Yendrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

YENDREY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2019

Current Firm

YENDREY WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YENDREY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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