Kendall Marvin Young
Investment adviser representative at Cauble & Harre Wealth Management, Inc.
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$300.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Cauble & Harre Wealth Management, Inc.Apr 2019 to now
- Matter Family OfficeAug 1998 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Cauble & Harre Wealth Management, Inc.
$300.6MAssets managed
106Clients
4Advisers
17 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
- 5081598
- Firm CRD
- 143812