Corey Yost, CPFA
Corey Yost, CPFA
Corey Yost is an Independent Financial Advisor with LPL Financial. Corey takes a fiduciary approach to working with clients. He enjoys getting to know clients personally in order to develop individualized plans for wealth accumulation and preservation. He also uses this approach for more specific college education and retirement planning, and long term care needs.
After graduating from DePauw University in 2001with a Bachelors of Arts, Corey began his career in the financial services field with Northwestern Mutual Investment Services, LLC & Northwestern Mutual Life Insurance Company. He departed the financial services field in 2006 with a desire to become more of an entrepreneur. After a few stops along the way, Corey found his opportunity in 2010 with AdvoCare International as Independent Distributor and created a client base all across the United State. That business changed with Advocare’s settlement with the FTC. Corey then decided to return to financial services and take up his father’s offer to become part of Yost Wealth Management in 2020.
Corey is a licensed financial advisor with LPL Financial. He has completed and maintained his Series 7 & Series 66 registrations and insurance licenses. Yost Wealth Management currently services clients in Indiana, Illinois, Colorado, South Dakota and Florida. The “CPFA” designation represents Certified Plan Fiduciary Advisor which is an acronym that indicates advanced coursework specializing in servicing the needs of retirement accounts for businesses.
“What I value most about being an entrepreneur in the financial services industry is the ability to develop lifelong relationships with our clients in the pursuit of protecting, growing and managing their wealth as it pertains to their financial goals. LPL Financial provides us an Independent platform to put our client’s needs first and to truly be a fiduciary”
Corey feels fortunate to work along side his father, Steve and to learn from his 43 years of experience in the financial services field. Combined the Yost team brings 48 years of experience with backgrounds in banking, insurance and investments that can provide valuable insights for helping to achieve their client’s financial goals.