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Cale R. Yost
BLAZING STAR FINANCIAL
Lawrence, KS
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CRD#: 7430590
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Professional summary
Cale R Yost is a registered financial advisor currently at BLAZING STAR FINANCIAL located in Lawrence, Kansas.
Cale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Cale has worked at 1 firm and has passed the Series 65, Series 66 and SIE exams.
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.
(1) Cale Yost is employed by the Kansas Air National Guard (KSANG), located at 5920 SE Coyote Drive Topeka, KS 66619. The KSANG is the aerial militia of the State of Kansas, Air Reserve Component (ARC) of the United States Air Force (USAF). Cale has served with the KSANG since 01/2004, and currently serves as Inspector General Superintendent. This activity is military service and is not investment-related. This activity accounts for approximately 13% of his time. Of this 13%, roughly 4% occurs during trading hours. (2) He also is a Principal of Blazing Star Tax, LLC since 01/2024. This business provides tax preparation and small business consulting services; it is not investment-related. This activity accounts for approximately 10% of his time, primarily during peak tax season, and primarily outside of securities trading hours. He provides tax services including tax return preparation.
CRS (Client Relationship Summary) - RIA
Click below to view Cale R Yost'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®
NoneExperience
Current
January 11, 2024 - Present
BLAZING STAR FINANCIAL
RIA
CRD#: 312042
Lawrence, 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
Kansas(1/11/2024)
IAR
Texas(1/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BS
BLAZING STAR FINANCIAL
BLAZING STAR FINANCIAL | MISFIT MONEY, LLC | MISFIT MONEY | MAIZE FINANCIAL | BLAZING STAR FINANCIAL, LLC
CRD#: 312042 / SEC#:
Kansas
Registered Investment Advisory firm - (5/13/2021 Approved)Louisiana
Registered Investment Advisory firm - (1/3/2023 Terminated)Texas
Registered Investment Advisory firm - (5/21/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1301 Sw Topeka Blvd, Topeka, KS 66612-1942
Mailing Address
Phone number
(785) 379-6333
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 2,252,801 |
Red Flags
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