Lisa Yoest is a CFP-designated registered investment advisor at LPL Financial LLC, based in Deerfield, IL, with 37 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
570 Lake Cook Rd, Ste 300, Deerfield, IL, 60015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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 Registrations29 states
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
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