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Lenora Ellen Yankacy

Advisor at Charles Schwab — Newalla, OK

Updated today

Credentials

Series 66

Experience

21 years

Location

Newalla, OK

Charles Schwab logo

Charles Schwab

Institution

Total advisors

6,729

Across 754 offices

Clients per advisor

142 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Lenora Yankacy is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank, SSB since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a centralized operational structure supporting its extensive client coverage.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

See office

Newalla, OK

Newalla OK

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

21 years of industry experience

Charles Schwab Bank, SSB

2005 - Present • 21 years

Newalla, OK

Charles Schwab

2004 - Present • 22 years

Newalla, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Mario M

Series 63, Series 65

Choctaw, OK

The Buffalo Financial Group LLC

Mario Medina Lopez is a financial advisor at The Buffalo Financial Group LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities, Simmons Bank, and The Oklahoma Methodist Foundation. The Buffalo Financial Group LLC provides ongoing portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $17 million in assets across 26 client relationships, employing a discretionary investment process focused on diversified portfolios aligned with client-specific Investment Policy Statements.

General retirement planning General tax planning
user avatar

Russell B

Series 65

Shawnee, OK

Savvy

Russell Busler is a financial advisor at Savvy with a Series 65 designation and approximately four years of experience. His work history includes roles at Sowell Management, the Department of Defense, Navigating Medicare, Shawnee Public Schools, and the International Mission Board. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented with active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Larry G

Series 63, Series 65

Shawnee, OK

Savvy

Larry Gill is a financial advisor with Savvy, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at firms such as Sowell Management, Private Advisor Group, and Cambridge Investment Research, as well as self-employment as an advisor for over two decades. Outside of advisory work, he has served as a board member of a local nonpublic entity and acted as an expert witness in legal matters involving fixed income annuities. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans typically employing a primarily index-based, long-term approach, supplemented by active equity portfolios, tax-aware direct indexing, and specialized sub-adviser strategies.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Gary C

Series 66

Oklahoma City, OK

First Command Advisory Services

Gary Chitwood is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and three years of industry experience. Prior to his current role, he served 20 years in the United States Air Force. In addition to his advisory work, he owns and operates Chitwood Exterior Solutions LLC, a residential exterior cleaning business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active‑duty service members and their families. The firm offers financial planning and multiple wrap‑fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Matthew B

CFP®, Series 66

Oklahoma City, OK

First Command Advisory Services

Matthew Bowman is a CFP® professional with 10 years of experience, currently serving as a financial advisor at First Command Advisory Services in Oklahoma City, OK. His career has been with First Command-related firms since 2016. He also operates his advisory business through an LLC, Matt Bowman–Financial Advisor, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Christopher M

Series 63, Series 65

Oklahoma City, OK

First Command Advisory Services

Christopher Moore is a financial advisor with First Command Advisory Services in Oklahoma City, holding Series 63 and Series 65 credentials. He has experience spanning several roles since 2018, including self-employment and service in the US Air Force. Outside of his advisory work, he has been involved in Mockingbird Homes as a self-employed venture since 2018. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management approach with a range of model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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