William Thomas Yoest

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/1998 → Present
  Financial Independence Planning Group
  Raleigh, NC
• 09/2002 → Present
  Bill Yoest Personal Trainer
  Raleigh, NC
• 01/2000 → Present
  Bill Yoest Inc
  Raleigh, NC
• 09/2014 → 06/2021
  Voya Financial Advisors
  Raleigh, NC
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2001-12-31 → 2021-06-09
  Voya Financial Advisors, Inc.
  Raleigh, NC
  Raleigh, NC
  Oak Island, NC

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 4617 GRENADINE CT; RALEIGH; NC; 27612; fixed insurance sales; independent insurance agent; 4/15/1993; 160; 160; sales of fixed insurance products|NAME OF ENTITY:Bill Yoest Inc.; Yes; 4617 GRENADINE CT; RALEIGH; NC; 27612; DBA; onwer; 1/1/2000; 60; 60; DBA for insurance and securities sales|

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-20
• S63 Uniform Securities Agent State Law Examination
  1993-04-07

Designations

• Chartered Financial Consultant

Other Names

• Bill Yoest