Unclaimed Profile

Joshua J Yost

RESOURCES INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 66Clean record17 years registeredRESOURCES INVESTMENT ADVISORS, LLC

4860 COLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 5586542Firm CRD# 106766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua J Yost · OVERLAND PARK, KS

Registration

CRD #5586542 · RESOURCES INVESTMENT ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Nov 2023 – present

ONEDIGITAL INVESTMENT ADVISORS

Jan 2015 – Jan 2024

HASTINGS, NE

BUKATY COMPANIES FINANCIAL SERVICES

Mar 2014 – Dec 2014

HASTINGS, NE

LPL FINANCIAL LLC

Nov 2008 – May 2014

HASTINGS, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 26, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONEDIGITAL INVESTMENT ADVISORS LLC

CRD 106766 · SEC 801-40622

AUM

$107.1B

Regulatory assets under management

Employees

550

57,121 client accounts

Services offered by ONEDIGITAL INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ONEDIGITAL INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Joshua J Yost offer?

Joshua J Yost specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Joshua J Yost's credentials?

Joshua J Yost is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua J Yost located?

Joshua J Yost is based in OVERLAND PARK, Kansas, working with RESOURCES INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Joshua J Yost charge for services?

Joshua J Yost's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RESOURCES INVESTMENT ADVISORS, LLC?

RESOURCES INVESTMENT ADVISORS, LLC has approximately 550 employees and manages $107.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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