Nicolle Lachelle Yates
Investment adviser representative at Pioneer Wealth Management Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$399.2MFirm 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 assetsHourlyFixed 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
13 years in the industry.
- Pioneer Wealth Management GroupAug 2026 to now
- Austin Wealth Management, LLCAug 2024 to Jun 2026
- Creative Planning, LLCApr 2024 to May 2024
- Ml&r Wealth Management LLCJan 2023 to Mar 2024
- Pioneer Wealth Management GroupOct 2021 to Dec 2022
- Quionage CapitalJul 2021 to Sep 2021
- Austin Asset ManagementJan 2020 to Jul 2021
- Hamilton Financial Planning, LLCOct 2017 to Dec 2019
- Todd Pilates and BarreSep 2017 to Mar 2020
- Westwood Country ClubFeb 2015 to Oct 2017
- The University of TexasAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pioneer Wealth Management Group
Legal name: Pioneer Wealth Management Group, Inc
$399.2MAssets managed
499Clients
11Advisers
5 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
- 6990521
- Firm CRD
- 133429