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Amy Yesnach

Citizens Securities, INC.
36 Years of Experience
Taylor, MI
1 DisclosureBroker
View SEC Summary
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Amy Yesnach is a registered investment advisor at Citizens Securities, INC., based in Taylor, MI, with 36 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.

Citizens Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
787 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.25%
$500K - $1.0M1.13%
$1.0M - $2.0M1.08%
$2.0M - $5.0M1.03%
$5M+0.98%

Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11006 Allen Street, Ms: Mib794, Taylor, MI, 48195

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Citizens Securities, INC.Broker
February 2017 - Present · 9 yrs 8 mos
Citizens Securities, INC.
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Cuso Financial Services, L.P.
February 2015 - September 2016 · 1 yr 7 mos
Cuso Financial Services, L.P.Broker
January 2015 - September 2016 · 1 yr 8 mos
Fifth Third Securities, INC.
March 2014 - January 2015 · 10 mos
Fifth Third Securities, INC.Broker
March 2014 - January 2015 · 10 mos
J.P. Morgan Securities LLC
October 2012 - March 2014 · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - March 2014 · 1 yr 5 mos
Chase Investment Services CORP.
July 2006 - October 2012 · 6 yrs 3 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
February 1999 - July 2005 · 6 yrs 5 mos
First Chicago Nbd Investment Services, INC.Broker
March 1996 - February 1999 · 2 yrs 11 mos
Essex National Securities, INC.Broker
October 1995 - March 1996 · 5 mos
First of America Brokerage Service, INC.Broker
March 1993 - November 1994 · 1 yr 8 mos
John Hancock Distributors, INC.Broker
May 1990 - March 1993 · 2 yrs 10 mos
John Hancock Mutual Life Insurance CompanyBroker
May 1990 - March 1993 · 2 yrs 10 mos
Lincoln Investment Planning, INC.Broker
February 1989 - November 1989 · 9 mos
Financial Estate Planning, INC.Broker
October 1988 - February 1989 · 4 mos
State Registrations4 states
FLMINCOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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