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Yona Klein

Ameriprise Financial Services, LLC

Fort Myers, FL

Boca Raton, FL

Boca Raton, FL

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-30
  • FL RA
    APPROVED
    Since 2025-09-30

Branch Locations

3820 Colonial Blvd Ste 200, Fort Myers, FL 33966 • United States

2700 N Military Trl Ste 390, Boca Raton, FL 33431 • United States

Boca Raton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Rye Brook NY 10/2002 11/2018
Princeton Fund Advisors, Llc Denver CO 07/2019 07/2025
Northern Lights Distributors, Llc Elkhorn NE 09/2019 05/2022
Unemployed Great Neck NY 11/2018 07/2019
Mount Yale Investment Advisors, Llc Denver CO 07/2019 07/2025
Innovation Partners Llc Charlotte NC 05/2022 07/2025
Ameriprise Financial Services, Llc Boca Raton FL 06/2025 Present
  • 10/2002 → 11/2018
    Lincoln Financial Advisors
    Rye Brook, NY
  • 07/2019 → 07/2025
    Princeton Fund Advisors, Llc
    Denver, CO
  • 09/2019 → 05/2022
    Northern Lights Distributors, Llc
    Elkhorn, NE
  • 11/2018 → 07/2019
    Unemployed
    Great Neck, NY
  • 07/2019 → 07/2025
    Mount Yale Investment Advisors, Llc
    Denver, CO
  • 05/2022 → 07/2025
    Innovation Partners Llc
    Charlotte, NC
  • 06/2025 → Present
    Ameriprise Financial Services, Llc
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-25
S63 Uniform Securities Agent State Law Examination 2002-07-17
  • S65 Uniform Investment Adviser Law Examination
    2025-09-25
  • S63 Uniform Securities Agent State Law Examination
    2002-07-17
Other Names
  • Yury Kakuriyev
  • Yury Kakuriyev
  • Yona Klein

View on SEC IAPD

Other Firms

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BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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