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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-23-2009
- Office Locations
- 1
Office Locations
About Yeisley Wealth Solutions, Inc.
Yeisley Wealth Solutions (Yeisley Financial Group) is a family-focused Wichita, KS advisory firm helping individuals and business owners plan for retirement. The team delivers straightforward financial planning and ongoing portfolio management, often pairing asset-allocation and tax-efficient strategies with mutual funds and annuity/insurance solutions, plus legacy/estate and business-succession planning. Client assets are custodied at Fidelity/NFS and managed using Orion tools.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RANDALL DEAN YEISLEY
Chief Compliance Officer, President
- CRD
- #5694456
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,331,358 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,331,358 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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