Steve Yost, AAMS

Steve Yost, AAMS

Financial Advisor

Steve Yost is an Independent Financial Consultant with LPL Financial. Steve focuses on asset protection, the establishment, education and consultation of individual and business retirement accounts, portfolio analysis and review, stock and bond trading, college education planning and long term care needs.

After graduating from Indiana University with a BS in Business majoring in Finance, Steve entered the financial services field in 1978 with American Fletcher National Bank. He subsequently returned to his hometown working 20 years for Kentland Bank. In 2002 he joined Edward Jones Investments. In June of 2009, he took advantage of the opportunity for giving greater independent financial advice to his clients by joining LPL Financial.

Steve is a licensed financial consultant. He has completed and maintained his Series 7, 63, 66 registrations held with LPL Financial and insurance licensing, serving clients in Indiana, Illinois, Florida, Colorado & South Dakota. The “AAMS” designation represents Accredited Asset Management Specialist … an acronym which indicates advanced coursework specializing in serving the needs of individual investors and small business owners, while complying with a strict code of ethics.

“I thoroughly enjoy working one on one with clients; in pursuit of protecting, growing, and managing their wealth toward providing for their financial well being. To pursue these goals I use over 40 years of experience in the Financial Services field. With each client, I learn their investment experience, risk tolerance, time frame and financial goals. Then using the resources of LPL Financial, I develop an individualized plan designed to help clients work towards those goals.”

Steve feels blessed to have a clientele that trusts his recommendations and has been willing to let him share the challenge of managing their wealth. His clients have often shown their trust by referring other family members and friends to his practice. In a very personal and professional way, Steve has “Experience to Educate, Integrity to Care, Focusing on your Needs.”

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Steve Yost, AAMS

Financial Advisor

Steve Yost is an Independent Financial Consultant with LPL Financial. Steve focuses on asset protection, the establishment, education and consultation of individual and business retirement accounts, portfolio analysis and review, stock and bond trading, college education planning and long term care needs.

After graduating from Indiana University with a BS in Business majoring in Finance, Steve entered the financial services field in 1978 with American Fletcher National Bank. He subsequently returned to his hometown working 20 years for Kentland Bank. In 2002 he joined Edward Jones Investments. In June of 2009, he took advantage of the opportunity for giving greater independent financial advice to his clients by joining LPL Financial.

Steve is a licensed financial consultant. He has completed and maintained his Series 7, 63, 66 registrations held with LPL Financial and insurance licensing, serving clients in Indiana, Illinois, Florida, Colorado & South Dakota. The “AAMS” designation represents Accredited Asset Management Specialist … an acronym which indicates advanced coursework specializing in serving the needs of individual investors and small business owners, while complying with a strict code of ethics.

“I thoroughly enjoy working one on one with clients; in pursuit of protecting, growing, and managing their wealth toward providing for their financial well being. To pursue these goals I use over 40 years of experience in the Financial Services field. With each client, I learn their investment experience, risk tolerance, time frame and financial goals. Then using the resources of LPL Financial, I develop an individualized plan designed to help clients work towards those goals.”

Steve feels blessed to have a clientele that trusts his recommendations and has been willing to let him share the challenge of managing their wealth. His clients have often shown their trust by referring other family members and friends to his practice. In a very personal and professional way, Steve has “Experience to Educate, Integrity to Care, Focusing on your Needs.”

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