Yes Wealth Management

Yes Wealth Management (CRD# 172591) is a financial advisory firm headquartered in Mahtomedi, MN. They manage $113,408,123 in 352 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
86 Mahtomedi Avenue, Mahtomedi, MN 55115
https://yeswealth.com
By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $322,182
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MN, TX

Financial Advisors at Yes Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
James Heflin, financial advisor Mahtomedi MN
James M. Heflin
CRD#: 6609854
86 Mahtomedi Avenue, Mahtomedi, MN 55115

James Heflin (CRD# 6609854) is an Investment Advisor Representative working at Yes Wealth Management in Mahtomedi, MN and has over 8 years of experience in the finance industry.

2
Sarah Johnson, financial advisor Mahtomedi MN
Sarah L. Johnson
CRD#: 6398271
86 Mahtomedi Avenue, Mahtomedi, MN 55115

Sarah Johnson (CRD# 6398271) is an Investment Advisor Representative working at Yes Wealth Management in Mahtomedi, MN and has over 8 years of experience in the finance industry.

3
Robert Schneeweis, financial advisor Mahtomedi MN
Robert E. Schneeweis
CRD#: 2012770
86 Mahtomedi Avenue, Mahtomedi, MN 55115

Robert Schneeweis (CRD# 2012770) is an Investment Advisor Representative working at Yes Wealth Management in Mahtomedi, MN and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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