Carey Ann Yukich

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → Present
  Equity Services, Inc
  Montpelier, VT
• 03/2016 → Present
  Truewealth Advising Group, Inc
  Crown Point, IN

Previous Registrations

• 2003-10-10 → 2016-03-18
  Oneamerica Securities, Inc.
  Merrillville, IN
  Merrillville, IN
  Merrillville, IN
  Crown Point, IN
• 2002-06-07 → 2003-10-03
  Pruco Securities, Llc.
  Merrillville, IN

Other Businesses

*TRUEWEALTH ADVISING GROUP,INC,11039 BROADWAY,SUITE C,CROWN POINT,IN 46307,INV RELATED,PRESIDENT,8/2014,12 HRS/MTH,DURING TRADE HRS,GENERAL BUSINESS MANAGEMENT AND SELLING LIFE,ANNUITY,SALES OF STATE LIFE ASSET CARE/LTC THROUGH BRENDANWOOD FINANCIAL BROKERAGE,AND DO SO UNDER DBA TRUEWEALTH ADVISING GROUP,INC.*CAREY YUKICH, 11039 BROADWAY,SUITE C,CROWN POINT,IN 46307,INV RELATED,SALE OF DI THROUGH ORG WITH PRINCIPAL FINANCIAL GROUP,AGENT,ONGOING,DURING TRD HRS*TRUEWEALTH ADVISING GROUP,11039 BROADWAY,SUITE C,CROWN POINT,IN 46307,INV REL,06/01/2018,ONGOING,DBA,COOWNER AND PRESIDENT,DURING TRD/HRS,10%*LEGACY FOUNDATION,370 E 84TH DRIVE #100 MERRILLVILLE IN,07/15/2024,ONGOING,NOT INV REL,BOARD MEMBER,LOCAL CHARITABLE NOT FOR PROFIT COMMUNITY FOUNDATION,ATTEND BOARD MEETINGS, NOT DUR TRD/HRS,0%*CAREY YUKICH,11039 BROADWAY,SUITE C,CROWN POINT, IN,08/04/2025,ONGOING,INSTRUCTOR/GUEST SPEAKER,FINANCIAL FITNESS ZOOM COURSE,INV REL,DURING TRD/HRS,3 HRS/WK.0%*CAREY YUKICH,662 DAVIS CIRCLE, CROWN POINT,IN 46307,02/15/2026,ONGOING,SPORT LIFE COACH,CONDUCT FINANCIAL FITNESS WORKSHOPS AND CLASSES,INV REL,DURING TRD/HRS,5%*LAKESHORE FINANCIAL GROUP,11039 BROADWAY, SUTIE C, CROWN POINT, IN 45307,02/26/2026, INV REL, DURING TRD/HRS, ONGOING, INSURANCE,AGENT,40 HRS/WK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-30
• S63 Uniform Securities Agent State Law Examination
  2001-10-08

Other Names

• Carey Ann Nostrant