Trent Yost
Trent Yost is a CFP, ChFC-designated registered investment advisor at Osaic Advisory Services, LLC, based in Pocatello, ID, with 27 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
1414 E Center St, Pocatello, ID, 83201
Get directionsHistory
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 ActivitiesSells Insurance
Trent sells fixed insurance products, including life, health, disability, annuities, and long-term care, through Yost Financial LLC, taking a few hours per week. He is also an Investment Advisor Representative for Arbor Point Advisors and Securities America Advisors, dedicating nearly full-time hours to these roles.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Securities America Advisors, INC.
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Securities America Advisors, INC.
Securities America, INC.Broker
United Heritage Financial Services, INC.
United Heritage Financial Services, INC.Broker
Ameritas Investment CORP.Broker
United Heritage Financial Services, INC.Broker
Safeco Investment Services, INC.Broker
State Registrations19 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.