Yes Wealth Management
Yes Wealth Management has provided trusted quality investment advice to individuals and financial institutions for over 30 years. Our experienced team creates investment portfolios that help our investors to minimize significant downside risk while participating in upside returns through the use of a range of modern investment options and risk management approaches that are suitable for each client's unique situation. Yes Wealth Management (“Yes Wealth”) is the business name of S Capital Wealth Advisors, LLC, a Registered Investment Advisor (“RIA”) located in the state of Minnesota. Yes Wealth Provides investment advisory and related services for clients nationally. Yes Wealth will maintain all applicable registration and licenses as required by the various states in which Yes Wealth conducts business, as applicable. Yes Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Important Disclosures/Disclaimers: https://yeswealth.com/important-disclosures/ Information provided on this social media profile is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided after entering into an advisory agreement with Yes Wealth, and providing Yes Wealth with all requested background and account information.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
22
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- AT
Ajay Tiwari
Associate Vice President · General Business & Management
EmailPhone - JH
Jay Heflin
Senior Strategic Advisor · General Business & Management
EmailPhone - BS
Bob Schneeweis
Founding and Managing Partner · General Business & Management
EmailPhone - MH
Mitch Heflin
-' · Other
EmailPhone - TS
Thomas Schneeweis
President · General Business & Management
EmailPhone - JW
Jane White Schneeweis
Director of Corporate Development · General Business & Management
EmailPhone - JW
Jane White Schneeweis
Director of Corporate Development · General Business & Management
EmailPhone - BS
Bob Schneeweis
Pianist · General Business & Management
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Yes Wealth Management
8 distinct titles indexed · top 8 shown.
- 2director of corporate development
- 1-'
- 1associate vice president
- 1chief executive officer
- 1founding and managing partner
- 1pianist
- 1president
- 1senior strategic advisor
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