Shane Garret Yonston
Investment adviser representative at Impact Investors
4 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$318.2MFirm 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 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
4 years in the industry.
- Impact InvestorsDec 2014 to now
- Cambridge Investment Research Advisors, Inc.Jun 2016 to Jun 2018
- Cambridge Investment Research, Inc.Jun 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Impact Investors
Legal name: Impact Investors, Inc.
$318.2MAssets managed
240Clients
3Advisers
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
- 4799518
- Firm CRD
- 289028