Naomi Roberts

from Yarger Wealth Strategies, LLC
SEC regulated
Regulated Investment Advisor
Naomi Roberts is a financial advisor based in Ohio, Westerville, with 24 years of experience. Naomi currently works for Yarger Wealth Strategies, LLC. Naomi maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Naomi Roberts works at Yarger Wealth Strategies, LLC
Yarger Wealth Strategies, LLC is a financial advisory firm based in Westerville, Ohio. It currently has approximately $260,831,768 of assets under management and employs about 4 people. Yarger Wealth Strategies, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
140 Dorchester Square S., Suite B, Westerville, Ohio, 43081

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