Yohannes Worku
Investment adviser representative at Esi Financial Advisors
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Equity Services, Inc.Jan 2025 to now
- National Life GroupDec 2024 to now
- WgfiaMar 2016 to now
- Duplex- Property Owned By Yohannes WorkuAug 2008 to now
- Rental PropertyAug 2008 to now
- Transamerica Financial Advisors, IncMar 2016 to Dec 2024
- TransamericaJul 2009 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 6621174
- Firm CRD
- 265