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Kevin Michael Yeoman

TREETOP WEALTH MANAGEMENT, LLC·NORTHFIELD, Illinois
Series 7, Series 63, Series 66CFPClean record23 years registeredTREETOP WEALTH MANAGEMENT, LLC
ONE NORTHFIELD PLAZA, NORTHFIELD, IL 60093CRD# 2636473Firm CRD# 155013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Michael Yeoman · NORTHFIELD, IL
Registration
CRD #2636473 · TREETOP WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

TREETOP WEALTH MANAGEMENT, LLC
Oct 2010 – present
STRATEGIC ADVISERS, INC.
Apr 2003 – Oct 2010
HIGHLAND PARK,, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · April 7, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TREETOP WEALTH MANAGEMENT, LLC
CRD 155013 · SEC 801-121465
AUM
$160M
Regulatory assets under management
Employees
3
350 client accounts
Services offered by TREETOP WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TREETOP WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kevin Michael Yeoman offer?
Kevin Michael Yeoman specializes in Financial Planning, Investment Management. Contact their office in NORTHFIELD, Illinois for a consultation.
What are Kevin Michael Yeoman's credentials?
Kevin Michael Yeoman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kevin Michael Yeoman located?
Kevin Michael Yeoman is based in NORTHFIELD, Illinois, working with TREETOP WEALTH MANAGEMENT, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Kevin Michael Yeoman charge for services?
Kevin Michael Yeoman's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREETOP WEALTH MANAGEMENT, LLC?
TREETOP WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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CFP
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