Unclaimed Profile

Wenjun Yang

RUSHMORE INVESTMENT ADVISORS INC·PLANO, Texas

Clean record21 years registeredRUSHMORE INVESTMENT ADVISORS INC

4965 PRESTON PARK BLVD, PLANO, TX 75093CRD# 4895817Firm CRD# 110292

Profile Verification

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

Identity

Wenjun Yang · PLANO, TX

Registration

CRD #4895817 · RUSHMORE INVESTMENT ADVISORS INC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RUSHMORE INVESTMENT ADVISORS INC

F L PUTNAM INVESTMENT MANAGEMENT CO.

Feb 2024 – Sep 2025

PROSPECT, KY

BOSTON PRIVATE WEALTH LLC

Nov 2014 – Oct 2016

PLANO, TX

BANYAN PARTNERS, LLC

Oct 2013 – Nov 2014

PLANO, TX

RUSHMORE INVESTMENT ADVISORS INC

Jan 2005 – Dec 2013

PLANO, TX

Registrations & Exams

Registration record

First registered · January 5, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RUSHMORE INVESTMENT ADVISORS INC

CRD 110292 · SEC 801-52530

AUM

$873M

Regulatory assets under management

Employees

1,034 client accounts

Services offered by RUSHMORE INVESTMENT ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RUSHMORE INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Wenjun Yang offer?

Wenjun Yang specializes in Investment Management, Wealth Management.

What are Wenjun Yang's credentials?

Wenjun Yang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wenjun Yang located?

Wenjun Yang is based in PLANO, Texas, last registered with RUSHMORE INVESTMENT ADVISORS INC.

How does Wenjun Yang charge for services?

Wenjun Yang's firm is compensated through percentage of aum, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RUSHMORE INVESTMENT ADVISORS INC?

RUSHMORE INVESTMENT ADVISORS INC has approximately 12 employees and manages $873M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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