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Corey Y

Series 63, Series 66

Indianapolis, IN

LPL Financial

Corey Yost is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining LPL Financial in 2020, he was involved with Yost Legacy, LLC and worked at Republic Services. He has experience as an independent distributor for AdvoCare through Yost Legacy, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Kevin W

Series 63, Series 65, Series 66

Indianapolis, IN

LPL Financial

Kevin Wells is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63, 65, and 66 designations and bringing 28 years of industry experience. He has been with LPL Financial for 20 years. Wells previously operated a DBA for his LPL business and services existing contracts through an insurance brokerage, although he no longer writes new business there. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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