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Rachel Lynn Yost

LPl Financial LLC

Lincoln, NE

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-07-10
TX RA APPROVED_RES 2025-07-10
  • NE RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED_RES
    Since 2025-07-10

Branch Locations

3440 Madison Ave, Lincoln, NE 68504 • 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
Kak Investments Lincoln NE 01/2018 Present
Juice Stop Lincoln NE 05/2014 12/2017
Securities America, Inc. Lincoln NE 08/2018 06/2023
Wealthplan Partners, Inc Lincoln NE 06/2019 06/2023
Wealthplan Partners, Llc Omaha NE 01/2020 06/2023
Next Financial Group Inc. Houston TX 06/2023 07/2025
Bkt Management Lincoln NE 01/2016 01/2018
Lpl Financial Llc Lincoln NE 07/2025 Present
  • 01/2018 → Present
    Kak Investments
    Lincoln, NE
  • 05/2014 → 12/2017
    Juice Stop
    Lincoln, NE
  • 08/2018 → 06/2023
    Securities America, Inc.
    Lincoln, NE
  • 06/2019 → 06/2023
    Wealthplan Partners, Inc
    Lincoln, NE
  • 01/2020 → 06/2023
    Wealthplan Partners, Llc
    Omaha, NE
  • 06/2023 → 07/2025
    Next Financial Group Inc.
    Houston, TX
  • 01/2016 → 01/2018
    Bkt Management
    Lincoln, NE
  • 07/2025 → Present
    Lincoln, NE
Previous Registrations
  • 2023-06-29 → 2025-07-10
    Next Financial Group, Inc.
    Lincoln, NE
    Houston, TX
    Lincoln, NE
    Lincoln, NE
  • 2020-02-12 → 2023-06-29
    Omaha, NE
    Lincoln, NE
  • 2019-06-12 → 2020-07-10
    Wealthplan Partners
    Lincoln, NE
Other Businesses

1- 07/2025 - Kechely Farms LLC - Farm - Owner/Manager - Not Investment Related - Lincoln, NE - Start Date 11/11/2020 - 20 hours per month/ 2 hours during trading 2- 07/2025 - KAK Properties - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 11/11/2020 - 1 hour per month/ 0 hours during trading 3- 07/2025 - KAK Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/11/2020 - 20 hours per month/ 5 hours during trading 4- 07/2025 - KAK Investments Inc - Business Owner - Owner/President/Investment Advisor Representative - Investment Related - At Reported Business Location(s) - Start Date 11/11/2020 - 150 hours per month/ 130 hours during trading 5- 07/2025 - Kechely Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2016 - 0 hours per month/ 0 hours during trading 6- 05/12/2026 - KAK Benefits Group - Business Entity For Tax/Investment Purposes Only - Investment Related - Lincoln, NE - Start Date 03/01/2026 - 2 hours per month/ 0 hours during trading 7- 07/13/2026 - First Concord Benefits Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2026 - 2 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-29
  • S66 Uniform Combined State Law Examination
    2018-08-29
Other Names
  • Rachel Lynn Kechely

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