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Investment adviser representative · Avalon Wealth Advisory, Inc.

Nicole M. Yankauskas

CRD 6347861 · Indianapolis, IN

At a glance

Nicole M. Yankauskas is an investment adviser representative with Avalon Wealth Advisory, Inc. in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nicole’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Avalon Wealth Advisory, Inc.Since June 2014Indianapolis, IN · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2014 (12 years)
Designations
Certified Financial Planner
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Nicole’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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