Lisa Yoest is a CFP-designated registered investment advisor at LPL Financial LLC, based in Northbrook, IL, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Northbrook, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a registered representative and investment adviser with Baker & Yoest Investment Advisers, Inc., dedicating nearly full-time hours to client services and branch office operations. She also owns Lisa A Yoest CFP LLC for expense management, requiring minimal time, and is a notary public, also requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Baker & Yoest Investment Advisers, INC.
Cetera Financial Specialists LLCBroker
Hochman & Baker Securities, INC.Broker
State Registrations28 states
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