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Brian Y
Series 65
Victoria, TX
Yendrey Wealth Management LLC
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.
Brandon Y
Series 66, Series 65
Victoria, TX
Yendrey Wealth Management LLC
Brandon Yendrey is a financial advisor at Yendrey Wealth Management LLC in Victoria, TX, holding Series 65 and Series 66 licenses with eight years of industry experience. He has been with Yendrey Wealth Management since 2014 and also worked at Formosa through 2023. Yendrey Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management alongside financial planning and consulting, tailoring investment programs to each client’s objectives, time horizon, and risk tolerance.
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