Carlye Yanker, wealth management assistant showed passion for her future financial career during her years at the University of Kansas as the Student Senate Treasurer. This position included many responsibilities, but most importantly she managed the Student Senate’s annual $24,000,000 budget consisting of student campus required fees. She led the finance committee in allocation of funds to a variety of student organizations all over campus. She also served as an ex officio member on ten advisory boards and committees as a financial aid for each required campus fee. It was an important position as she was representing the student body financially and had a fiduciary duty to manage campus fees appropriately.
In addition to Student Senate Treasurer, she served as President of Mortar Board, a national honor society recognizing college seniors for their exemplary scholarship, leadership, and service. Even though she was incredibly busy senior year, she enjoyed the experience with Student Senate and Mortar Board and is implementing the skills learned in her career today.
After graduating from the University of Kansas with a Bachelor’s degree in Finance and Accounting she started as a Financial Representative at Fidelity Investments in Dallas, TX. At Fidelity, she assisted clients with their financial questions in the call center as well as the local branch in Dallas, TX. After 2 years at Fidelity Investments, she continued her financial career as a Registered Associate at Morgan Stanley. She supported financial advisors in various roles such as client services and coordinating client events. After almost 4 years in Dallas, TX she decided it was time to move home and start working with her family at The Yanker Group. Her long term goal is to be a financial advisor and enjoys helping clients pursue their financial dreams.
In her spare time, she enjoys reading, traveling especially to Europe, and spending time with family and friends.
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She has obtained her Series 7 & 63, held with LPL Financial as well as the 66, held with LPL and The Yanker Group.
This LPL Financial registered representative may only discuss and/or transact securities business with residents of the following state: MO