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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-13 |
Branch Locations
Northbrook, IL • United States
570 Lake Cook Rd, Ste 300, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2004 | 11/2025 |
| Baker & Yoest Investment Advisers Inc | Deerfield | IL | 12/2008 | 11/2025 |
| Lisa A Yoest Cfp Llc | Northbrook | IL | 02/2009 | Present |
| Lpl Financial Llc | Deerfield | IL | 11/2025 | Present |
1. 11/2025 - Lisa A Yoest, CFP LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 1 Hrs/Mth - 1 Hrs During Trading - Northbrook, IL 60062 - OBA Start Date: 12/07/2009 2. 11/2025 - Lisa A Yoest - Notary - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Northbrook, IL 60062 - OBA Start Date: 11/01/1990 3. 11/2025 - HPHS Class of 1983 NFP - Non-Profit Board Member - Not Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Northbrook, IL 60062 - OBA Start Date: 06/05/2023 4. 11/2025 - Baker & Yoest Investment Advisers Inc - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 11/10/2025 5. 11/2025 - Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 11/10/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-06 |
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