Yanchao Wang
Investment adviser representative at LPL Enterprise, LLC
19 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- LPL Enterprise, LLCJan 2026 to now
- Fresh ThymeDec 2022 to now
- General MillsNov 2020 to now
- Self-employmentJun 2024 to Jun 2025
- UnemployedSep 2019 to Oct 2020
- Self EmploymentJun 2017 to Aug 2019
- Complex Systems Modelling Group, SfuAug 2007 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 8207769
- Firm CRD
- 8733