Yin Yin
Controller At Kestra Financial, IncBeacon Retirement Planning Services Inc.CRD 3219513
About Yin Yin
Yin Yin is listed as Controller At Kestra Financial, Inc at Beacon Retirement Planning Services Inc. in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Yin Yin is associated with 7 registered advisers.
Reported ownership
Owns Under 5% of Beacon Retirement Planning Services Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Yin Yin work?
Yin Yin is listed as Controller At Kestra Financial, Inc at Beacon Retirement Planning Services Inc. on SEC Form ADV.
How much of Beacon Retirement Planning Services Inc. does Yin Yin own?
Form ADV reports a beneficial ownership band of Under 5%.
Beacon Retirement Planning Services Inc.
| Title | Controller At Kestra Financial, Inc |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2016 |
Kestra Private Wealth Services, LLC
| Title | Assistant Secretary |
| Ownership | Under 5% |
| Control person | No |
| Since | 2016 |
Kestra Institutional Services, LLC
| Title | Controller |
| Ownership | Under 5% |
| Control person | No |
| Since | 2009 |
Kestra Advisory Services, LLC
| Title | Controller |
| Ownership | Under 5% |
| Control person | No |
| Since | 2007 |
Hedeker Wealth LLC
| Title | Controller And Assistant Secretary |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |
Ritter Daniher Financial Advisory LLC
| Title | Controller & Assistant Secretary |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |
Provise Management Group, LLC
| Title | Controller |
| Ownership | Under 5% |
| Control person | No |
| Since | 2007 |