Yohannes Worku

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 → 12/2024
  Transamerica Financial Advisors, Inc
  Cedar Rapids, IA
• 07/2009 → 12/2024
  Transamerica
  Baltimore, MD
• 08/2008 → Present
  Duplex- Property Owned By Yohannes Worku
  Lancaster, PA
• 10/2018 → Present
  Rental Property
  Dunmore, PA
• 08/2008 → Present
  Rental Property
  Lancaster, PA
• 03/2016 → Present
  Wgfia
  Cedar Rapids, IA
• 12/2024 → Present
  National Life Group
  Charlottesville, VA
• 01/2025 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2016-04-21 → 2024-12-16
  Transamerica Financial Advisors, Llc
  American Fork, UT
  St Petersburg, FL
  Whitehall, PA
  Carmel, IN
  Newman, CA
  Johns Creek, GA
  Philadelphia, PA
  St Petersburg, FL
  Media, PA
  Staunton, VA
  Richmond, VA
  Johns Creek, GA
  Cedar Rapids, IA
  Charlotesville, VA

Other Businesses

*YOHANNES WORKU,35 S ANN ST.,LANCASTER, PA 17602,08/01/2023,INV REL,ONGOING,RENTAL,OWNER,NOT DURING TRD/HRS,0*YOHANNES WORKU,1740 MADISON AVE,DUNMORE, PA 18509,INV REL,ONGOING,08/01/02023,RENTAL, OWNER,NOT DURING TRD/HRS,0%*YOHANNES WORKU,1740 MADISION AVE,DUNMORE, PA 18509, 08/01/2023,INV REL,ONGOING,RENTAL,OWNER,NOT DURING TRD/HRS,0%.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-21

Designations

• Certified Financial Planner

Other Names

• Yohannes Worku Yenealem