Shane Edward Yoest

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2017 → Present
  Yoest Premier Wealth Management Llc
  Mcdonald, PA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. FIXED INSURANCE SALES; LIFE, DISABILITY, ANNUITIES AND LTC; 2. DBA OF BENCHMARK FINANCIAL NETWORK; 3. NAME OF OTHER BUSINESS: DBA NAME-BENCHMARK FINANCIAL ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: DBA NAME FOR FINANCIAL SERVICES, START DATE: 2/13/2013, POSITION/TITLE/RELATIONSHIP: DESIGNATED SUPERVISOR, APX NUMBER OF HOURS PER WEEK: N/A, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: DESIGNATED SUPERVISOR FOR THE BENCHMARK REGION; 4. TOYS FOR TOTS, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, RAISE FUNDS FOR BIKE DRIVE, START 11/27/2013, 3HRS/WK (NON-TRADING HOURS) NOV. - DEC., FUND RAISER; 5.NAME OF OTHER BUSINESS: YOEST PREMIER WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-12
• S63 Uniform Securities Agent State Law Examination
  2006-01-27