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Isaac Thomas Yates

LPl Financial LLC

Kalamazoo, MI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-29
  • MI RA
    APPROVED
    Since 2026-01-29

Branch Locations

7200 Elm Valley Dr, Kalamazoo, MI 49009 • 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
Huron High School New Boston MI 07/2015 04/2020
Ruhlig Farm And Garden Woodhaven MI 05/2020 09/2020
Western Michigan University Kalamazoo MI 09/2020 05/2024
Rentalex Kalamazoo MI 05/2021 09/2021
Western Michigan University Ticket Office Kalamazoo MI 01/2022 05/2024
Lowes Kalamazoo MI 05/2022 09/2022
Devisser Landscaping Kalamazoo MI 05/2023 09/2023
Doordash Kalamazoo MI 10/2023 05/2024
Consumers Credit Union (Mi) Kalamazoo MI 05/2024 Present
Lpl Financial Llc Kalamazoo MI 08/2025 Present
  • 07/2015 → 04/2020
    Huron High School
    New Boston, MI
  • 05/2020 → 09/2020
    Ruhlig Farm And Garden
    Woodhaven, MI
  • 09/2020 → 05/2024
    Western Michigan University
    Kalamazoo, MI
  • 05/2021 → 09/2021
    Rentalex
    Kalamazoo, MI
  • 01/2022 → 05/2024
    Western Michigan University Ticket Office
    Kalamazoo, MI
  • 05/2022 → 09/2022
    Lowes
    Kalamazoo, MI
  • 05/2023 → 09/2023
    Devisser Landscaping
    Kalamazoo, MI
  • 10/2023 → 05/2024
    Doordash
    Kalamazoo, MI
  • 05/2024 → Present
    Consumers Credit Union (Mi)
    Kalamazoo, MI
  • 08/2025 → Present
    Kalamazoo, MI
Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Consumers Investment Services - Investment Related - At Reported Business Location(s) - Start Date: 10/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-28
  • S66 Uniform Combined State Law Examination
    2026-01-28
Other Names
  • Isaac Yates

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