Kacie Ann Fawls
Investment adviser representative at Yeske Buie Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assets
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.
- Yeske Buie Inc.Jul 2021 to now
- Global Advisor GroupDec 2020 to Jan 2021
- Yeske Buie Inc.May 2020 to Aug 2020
- Defense Logistics AgencyMay 2019 to Jan 2020
- Gardner's Frozen Treats and GrillMay 2018 to Aug 2018
- Virginia Polytechnic Institute and State UniversityAug 2017 to May 2021
- Gardner's Frozen Treats and GrillMay 2017 to Aug 2017
- Christiansburg High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Yeske Buie Inc.
$1.1BAssets managed
469Clients
11Advisers
19 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
- 7321689
- Firm CRD
- 143234