Advisor at Yendrey Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Yendrey Wealth Management LLC
Location
Victoria, TX 77904
Credentials
Series 65, Series 66
Industry experience
8 years
Brandon Yendrey is a financial advisor with Yendrey Wealth Management LLC in Victoria, TX, holding Series 65 and Series 66 licenses and eight years of industry experience. His career includes nearly a decade at Formosa and ongoing leadership at Yendrey Wealth Management since 2014. Yendrey Wealth Management is a co-owned registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management and financial planning tailored to client objectives, employing both fundamental and technical analysis across a range of investment strategies.
Based on Yendrey Wealth Management LLC
Up to 2.00% annually
$150 per hour for financial planning and consulting
5606 North Navarro Suite 200 J
Victoria, TX 77904
Texas
Yendrey Wealth Management, LLC
2018 - Present (8 years)
Yendrey Wealth Management, LLC
2017 - Present (9 years)
Formosa
2014 - 2023 (9 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Victoria, TX
Baucom Wealth Management LLC
Series 65
Victoria, TX
Yendrey Wealth Management LLC
CFP®, Series 63, Series 66
Victoria, TX
Keller Wealth Advisors
CFP®
Victoria, TX
Keller Wealth Advisors
CFP®, PFS™, Series 63
Victoria, TX
Keller Wealth Advisors
CFP®, CFA®, Series 65
Victoria, TX
Keller Wealth Advisors
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