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Melissa Marie Yano

CAPITAL REGION FINANCIAL GROUP, LLC·FOLSOM, California
Clean record12 years registeredCAPITAL REGION FINANCIAL GROUP, LLC
101 PARKSHORE DRIVE, FOLSOM, CA 95630CRD# 6297372Firm CRD# 154990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Marie Yano · FOLSOM, CA
Registration
CRD #6297372 · CAPITAL REGION FINANCIAL GROUP, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

THE AMERIFLEX GROUP
Jun 2026 – present
CAPITAL WEALTH PLANNERS, LLC
Feb 2014 – present
02

Registrations & Exams

Registration record
First registered · February 12, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL REGION FINANCIAL GROUP, LLC
CRD 154990 · SEC 801-71888
AUM
$70M
Regulatory assets under management
Employees
2
121 client accounts
Services offered by CAPITAL REGION FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL REGION FINANCIAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Melissa Marie Yano offer?
Melissa Marie Yano specializes in Financial Planning, Investment Management. Contact their office in FOLSOM, California for a consultation.
What are Melissa Marie Yano's credentials?
Melissa Marie Yano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Marie Yano located?
Melissa Marie Yano is based in FOLSOM, California, working with CAPITAL REGION FINANCIAL GROUP, LLC. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.
How does Melissa Marie Yano charge for services?
Melissa Marie Yano's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL REGION FINANCIAL GROUP, LLC?
CAPITAL REGION FINANCIAL GROUP, LLC has approximately 2 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL REGION FINANCIAL GROUP, LLC

Ellwood Leroy Jones
FOLSOM, CA

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Research
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