Yvette
Ferris
Trustage Investment Management
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About this Advisor
Yvette Ferris is a financial advisor based in Madison, Wisconsin, working with Trustage Investment Management. Yvette has previously held positions at Wells Fargo Advisors LLC, Ameriprise Financial Services Inc, Modern Woodmen Of America, Mwa Financial Services Inc, Pnc Bank, Pnc Investments LLC, Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Yvette has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Yvette is part of Trustage Investment Management, which operates out of Madison, Wisconsin. The firm has 1 office and 64 employees. The firm manages assets totaling $35.5 billion. The services offered by the firm include portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Trustage Investment Management includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trustage Investment Management Brokerage Details
$35,460,961,000
64
350
$101,317,031
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Yvette Ferris Work History
Cuna Brokerage Services, Inc
Cuna Mutual Group
Lpl Financial LLC
Cuna Brokerage Services, Inc
Pnc Bank
Pnc Investments LLC
Modern Woodmen Of America
Mwa Financial Services Inc
Ameriprise Financial Services Inc
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Yvette Ferris 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 Trustage Investment Management
Chesterfield, VA
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Charlottesville, VA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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