Cheryl Lynn Yost

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 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

• 08/1998 → Present
  Principal Life Insurance Company
  Blue Bell, PA
• 04/1999 → Present
  Principal Securities Inc
  Blue Bell, PA

Other Businesses

***KYDELCO. 7/1992-PRESENT. RENTAL REAL ESTATE PARTNERSHIP, OWNS 18% OF PARTNERSHIP. NON-INVESTMENT RELATED. ***Girl Scouts USA, Troop Leader-748, 10/13/15. INSTACART POSITION: instacart shopper NATURE: Instacart shopper INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 1400 WICK LN, BLUE BELL PA 19422, United States DESCRIPTION: I plan to become an instacart grocery shopper. When i have time i will shop for those who have placed orders at local groceries and deliver to the home. PRINCIPAL BANK AND PRINCIPAL TRUST COMPANY POSITION: Bank/ Trust officer NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/22/2022 ADDRESS: 711 high street, des moines IA 50392, United States DESCRIPTION: Formally designated a bank officer in order to access information and adequately support/manage Principal retirement plan account relationships across both the insurance/broker-dealer and bank/trust offerings of Principal.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-10
• S63 Uniform Securities Agent State Law Examination
  1999-06-03

Other Names

• Cheryl Lynn Kysilka
• Cheryl Kysilka Yost
• Cheryl Lynn Kysilka Yost