YK
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Yelisey Kuts

8 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Minimum Annual Fee:$3,000
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Location

12940 Harriet Ave S, #102, Burnsville, MN, 55337

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Yelisey assists in the sale of fixed insurance and fixed indexed annuities as an agent for Haven Financial Group since 2015, and All Things Financial LLC since 2017. Each role takes about a quarter of his time.

Employment History
Current Registrations
Cg Advisory Services
July 2025 - Present · 7 mos
Guardian Wealth Strategies, LLC
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Brokers Financial
January 2017 - September 2018 · 1 yr 8 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.