Nicolle Lachelle Yates

Employer firm

Austin Wealth Management, LLC CRD 172793

$1.08B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2017 → 12/2019
  Hamilton Financial Planning, Llc
  Lakeway, TX
• 09/2017 → 03/2020
  Todd Pilates And Barre
  Austin, TX
• 02/2015 → 10/2017
  Westwood Country Club
  Austin, TX
• 08/2013 → 05/2017
  The University Of Texas
  Austin, TX
• 10/2021 → 12/2022
  Pioneer Wealth Management Group
  Austin, TX
• 01/2020 → 07/2021
  Austin Asset Management
  Austin, TX
• 07/2021 → 09/2021
  Quionage Capital
  Austin, TX
• 01/2023 → 03/2024
  Ml&R Wealth Management Llc
  Austin, TX
• 04/2024 → 05/2024
  Creative Planning, Llc
  Austin, TX
• 08/2024 → Present
  Austin Wealth Management, Llc
  Austin, TX

Previous Registrations

• 2023-02-02 → 2024-05-29
  Ml&R Wealth Management Llc
  Austin, TX
• 2024-04-02 → 2024-05-14
  Creative Planning
  Overland Park, KS
  Austin, TX
• 2022-11-16 → 2023-01-09
  Pioneer Wealth Management Group
  Austin, TX
• 2018-09-24 → 2020-01-02
  Hamilton Financial Planning Llc
  Lakeway, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-24

Designations

• Certified Financial Planner

Other Names

• Nikki Yates