Michael Thomas Yest
Investment adviser representative at Deane Retirement Strategies, Inc.
26 yearsExperience
1 stateRegistered in
CFADesignation
$250.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Deane Retirement Strategies, Inc.Jan 2001 to now
- Tulane UniversityAug 2000 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (LA).
Deane Retirement Strategies, Inc.
$250.7MAssets managed
137Clients
3Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2407195
- Firm CRD
- 127096