Naomi Sue Roberts
Investment adviser representative at Yarger Wealth Strategies, LLC
12 yearsExperience
1 stateRegistered in
$529.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Yarger Wealth Strategies, LLCSep 2020 to now
- Raymond James Financial Services Advisors Inc.Jul 2014 to Sep 2020
- Raymond James Financial Services, IncJun 2014 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (OH).
Yarger Wealth Strategies, LLC
$529.7MAssets managed
216Clients
4Advisers
6 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
- 4181708
- Firm CRD
- 310207