Danielle Yingst is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Sidney, OH, with 12 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
111 N Vandermark Rd, Sidney, OH, 45365
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danielle is a board member for Wilma Valentine Childcare, a non-profit, spending minimal time on it. She also coaches for Team Atlantis Volleyball Club, a junior olympic volleyball club, dedicating about 10-20% of her time to coaching practices and tournaments.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations21 states
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