Gwendolyn Yanish
Gwendolyn Yanish is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Evergreen, CO, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1522 Bergen Parkway, Evergreen, CO, 80439
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Regulatory History (1)
Criminal
January 2010Other Business Activities
Gwendolyn is a 50% owner of 1522 BP LLC since 2012, a 100% owner of Paintbrush Designs since 2001, a Notary Public, and a trustee for Finet Practice 401k Plans. She is also a Vice President with 20% ownership of Huiting Wealth Management Group, Inc. since 2019, dedicating full-time hours to this role, and a board member for The Trails at Hiwan HOA since 2024.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations23 states
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