Advisor at Yendrey Wealth Management LLC
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Firm
Yendrey Wealth Management LLC
Location
Victoria, TX 77904
Credentials
Series 65
Industry experience
7 years
Brian Yendrey is a financial advisor at Yendrey Wealth Management LLC in Victoria, Texas, holding a Series 65 designation with seven years of industry experience. He has been with Yendrey Wealth Management since 2017 and previously worked at Kawasaki of Victoria from 2012 to 2023. Yendrey Wealth Management is a co-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios tailored to client objectives and offers financial planning and consulting services, employing both fundamental and technical analysis across various 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
2017 - Present (9 years)
Kawasaki of Victoria
2012 - 2023 (11 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®
Victoria, TX
Baucom Wealth Management LLC
Series 65, Series 66
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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