Gerald Edward Yox

Employer firm

Mcf Advisors, LLC CRD 130372

$4.68B regulatory AUM 2 advisory clients

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

• 07/2015 → 03/2018
  Tiaa
  Cincinnati, OH
• 07/2015 → 03/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Cincinnati, OH
• 06/2018 → 02/2026
  Wealth Planning Corporation
  Cincinnati, OH
• 02/2026 → Present
  Mcf Advisors, Llc
  Cincinnati, OH

Previous Registrations

• 2015-08-04 → 2018-03-22
  Tiaa-Cref Individual & Institutional Services, Llc
  Cincinnati, OH
• 2003-01-14 → 2015-01-14
  Strategic Advisers Llc
  Covington, KY
  Blue Ash, OH

Other Businesses

OAA#: 415 | ORG NAME:PTCC LLC | ORG ADDR:CINCINNATI, OH, US | NATURE OF BUS:RENTAL PROPERTY | INVST REL:N | TITLE:OWNER | DUTIES:WILL BE RENTING A HOUSE | START DT:09/01/2008 | TOTAL HRS P/M:1 | SEC TRDNG HRS P/M:0

Exams

• S66 Uniform Combined State Law Examination
  2001-02-16
• S63 Uniform Securities Agent State Law Examination
  1994-01-31

Designations

• Certified Financial Planner