Sampson
Norton

The Yanker Group

CRD#6607073
Investment Advisor
in Ballwin, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sampson Norton is a financial advisor based out of Ballwin, Missouri. Norton is on the advisory team at The Yanker Group. Throughout their career, they have worked at Vector Marketing, Waterway Car Wash, Swope Park Golf Course, Rockhurst University, Pepper'S Deli & Bbq, Sperry Topsider, Ivy Investments, Umb Financial Services, Inc, Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Waddell & Reed and Lpl Financial LLC. Norton maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. The Yanker Group is a company that has its headquarters in Ballwin, MO. It administers $176 million in assets across its 738 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 738 customer accounts, just 12% belong to high-net-worth clients who have at least $1 million in investable assets. The business offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically are based on which services are offered. However, fees billed by The Yanker Group can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

13611 Barrett Office Dr., Ste. 100
Ballwin, MO 63021

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Yanker Group Brokerage Details

Total Assets Under Management

$176,000,000

MO Average: $11,469,110,461
Total Number of Employees

4

MO Average: 458
Total Number of Accounts

738

MO Average: 33,415
Average Account Size

$238,482

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sampson Norton Work History

Sampson has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Lpl Financial LLC

2017 - 2022 (5 years)

Mass Mutual Life Insurance Co

2017 - 2022 (5 years)

Mml Investors Services, LLC

2016 - 2016 (< 1 year)

Ivy Investments

2016 - 2017 (1 year)

Umb Financial Services, Inc

2016 - 2016 (< 1 year)

Waddell & Reed

2015 - 2016 (1 year)

Sperry Topsider

2014 - 2014 (< 1 year)

Swope Park Golf Course

2013 - 2014 (1 year)

Waterway Car Wash

2012 - 2013 (1 year)

Vector Marketing

2012 - 2016 (4 years)

Rockhurst University

2010 - 2016 (6 years)

Pepper'S Deli & Bbq

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sampson Norton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Yanker Group

Joseph Farhatt
Ballwin, MO
Sampson Norton
Ballwin, MO
Scott Yanker
Ballwin, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started