Yuanyuan Yang
Investment adviser representative at Return On Life Wealth Partners
14 yearsExperience
1 stateRegistered in
$472.5MFirm assets
9 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 assetsHourlySubscriptionFixed 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
14 years in the industry.
- 401(k) ProsperityJan 2017 to now
- Return On Life Wealth PartnersJul 2016 to now
- Planned Financial Services, LLCJul 2016 to now
- LPL Financial, LLCMar 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (OH).
Return On Life Wealth Partners
Legal name: Planned Financial Services, LLC
$472.5MAssets managed
284Clients
4Advisers
9 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
- 6017690
- Firm CRD
- 112879