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Yvonne Kathleen Roberts

CONNECTED WEALTH SOLUTIONS, LLC·LA GRANDE, Oregon
Unclaimed Profile
1121 ADAMS AVENUE, LA GRANDE, OR 97850CRD# 2873369Firm CRD# 277111
01

About

Yvonne Kathleen Roberts is a registered financial advisor based in LA GRANDE, Oregon, affiliated with CONNECTED WEALTH SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONNECTED WEALTH SOLUTIONS, LLC
CONNECTED WEALTH SOLUTIONS, LLC
AUM
$146M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CONNECTED WEALTH SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2873369
Firm CRD# 277111
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Yvonne Kathleen Roberts offer?
Yvonne Kathleen Roberts specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LA GRANDE, Oregon for a consultation.
What are Yvonne Kathleen Roberts's credentials?
Yvonne Kathleen Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yvonne Kathleen Roberts located?
Yvonne Kathleen Roberts is based in LA GRANDE, Oregon, working with CONNECTED WEALTH SOLUTIONS, LLC. Their office serves clients in the LA GRANDE metropolitan area and surrounding communities.
How does Yvonne Kathleen Roberts charge for services?
Yvonne Kathleen Roberts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONNECTED WEALTH SOLUTIONS, LLC?
CONNECTED WEALTH SOLUTIONS, LLC has approximately 4 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LA GRANDE
Brent Martin Gunderson — CONNECTED WEALTH SOLUTIONS, LLCMichael Rae Poe — CONNECTED WEALTH SOLUTIONS, LLCChelsea Ann Hewitt — CONNECTED WEALTH SOLUTIONS, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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