Yolanda M Kernes

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2015 → 07/2021
  Waddell & Reed, Inc
  Edmond, OK
• 06/2015 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Edmond, OK
• 12/2017 → 09/2018
  Providence Capital Partners Llc
  Edmond, OK
• 10/2018 → Present
  Distinct Wealth Management Llc
  Edmond, OK
• 07/2020 → Present
  The Flora May Foundation
  San Clemente, CA
• 03/2021 → Present
  Yka Properties Llc
  Edmond, OK
• 02/2021 → Present
  Pdk Partner Properties Llc
  Edmond, OK
• 07/2021 → Present
  Lpl Financial, Llc
  Edmond, OK

Previous Registrations

• 2015-09-25 → 2021-07-21
  Waddell & Reed
  Edmond, OK
  Edmond, OK

Other Businesses

1- 03/2021 / YKA Properties LLC / Real Estate Rental / 1120 Providence Ct Edmond OK 73003 / Investment Related / Edmond, OK 73003 2- 07/2021 / PDK Properties LLC / Real Estate Rental / 14604 Hertz Quail spring pkwy Edmond OK 73134 / Investment Related / Edmond, OK 73134 3- 09/02/2021 - Distinct Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2018 - 160 Hours Per Month/160 Hours During Securities Trading. 4- 09/09/2022 - Yolie Kernes & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/06/2022 - 160 Hours Per Month/8 Hours During Securities Trading 5- 07/18/2023 - Taber Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Insurance Broker - Start Date 07/15/2023 - 1 Hour Per Month/ 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-25
• S63 Uniform Securities Agent State Law Examination
  2010-05-27

Other Names

• Yolie Kernes