Nathan Scott Yeomans

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 12/2004 → Present
  Yeomans Photography/Photo Booth Bliss, Llc
  Centennial, CO
• 05/2013 → Present
  Centennial Advisor Group, Llc Dba Design Wealth Advisors
  Englewood, CO
• 04/2015 → 01/2023
  Accelerated Wealth Advisors, Llc
  Colorado Springs, CO
• 04/2015 → 01/2023
  Accelerated Wealth, Llc
  Colorado Springs, CO
• 07/2014 → 01/2023
  Accelerated Insurance Group
  Englewood, CO
• 01/2023 → Present
  Rfg Advisory, Llc D/B/A Design Wealth Advisors
  Englewood, CO

Previous Registrations

• 2015-04-14 → 2023-02-03
  Accelerated Wealth Advisors Llc
  Englewood, CO
  Colorado Springs, CO
  Englewood, CO
• 2013-07-09 → 2015-04-02
  Gradient Advisors, Llc
  Centennial, CO
  Arden Hills, MN
• 2012-01-06 → 2013-07-02
  Transamerica Financial Advisors, Llc
  Philadelphia, PA
  Greenwood Village, CO
  Greenwood Village, CO
  Centennial, CO
• 2011-04-18 → 2012-01-06
  Investment Advisors International, Inc.
  Greenwood Village, CO
• 2008-03-03 → 2009-10-16
  Financial Leadership Advisors, Inc.
  Aurora, CO
  Alpharetta, GA

Other Businesses

1. DESIGN WEALTH ADVISORS. INVESTMENT-RELATED=YES. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. DBA/OWNER. IAR/OWNER. START 5/2013. 160 HOURS/MONTH DURING SECURITIES TRADING HOURS. INVESTMENT ADVISOR. 2. DESIGN HOLDINGS, LLC. INVESTMENT-RELATED=NO. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. HOLDING COMPANY. ZERO HOURS/MONTH. NO SPECIFIC DUTIES. 3. BFREE PROPERTIES, LLC. INVESTMENT-RELATED=NO. PO BOX 211, LARKSPUR, CO 80118. REAL ESTATE HOLDING COMPANY. PRESIDENT. 10 HOURS/MONTH; ZERO HOURS DURING SECURITIES TRADING HOURS. INVESTMENT PROPERTY OVERSIGHT AND BOOKKEEPING. 4. DESIGN INSURANCE GROUP LLC. INVESTMENT-RELATED=NO. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. P&C INSURANCE. ZERO HOURS/MONTH. NO SPECIFIC POSITION. 5. CENTENNIAL ADVISOR GROUP, LLC d/b/a DESIGN WEALTH ADVISORS AND DESIGN HEALTH. INVESTMENT-RELATED=YES. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. FINANCIAL AND INSURANCE SERVICES. PRESIDENT OF DESIGN WEALTH ADVISORS. 240 HOURS/MONTH; 6 HOURS DURING SECURITIES TRADING HOURS. FINANCIAL ADVISOR AND EMPLOYEE MANAGEMENT OVERSIGHT. 6. NY HOLDINGS, LLC. INVESTMENT-RELATED=NO. 10700 E. GEDDES AVE, SUITE 150, ENGLEWOOD, CO 80112. HOLDING COMPANY. OWNER. ZERO HOURS DEVOTED. PRESIDENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-09-06
• S66 Uniform Combined State Law Examination
  2008-03-01