Isaac Yates
Client Services Professional
LPL Financial
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About Isaac
Isaac Yates serves as a junior financial advisor for Consumers Investment and Advisory Services, where he assists financial advisors with daily tasks, studies financial products and supports members in achieving their financial goals. Isaac is passionate about empowering individuals and families through personalized guidance and strategic planning.
“When financial worries fade, life’s most meaningful moments come into focus,” says Isaac. “I strive to empower individuals and families with confidence and clarity, so they can fully enjoy the experiences and opportunities that make life a blessing.”
Isaac graduated from Western Michigan University with a bachelor’s degree in economics and holds his Series 7 registration through LPL Financial. His background includes over six years of customer service experience, which has sharpened his attention to detail and ability to deliver exceptional service. Since joining Consumers, Isaac has demonstrated a strong commitment to learning and growth as he works toward becoming a fully licensed financial advisor.
Outside of work, Isaac enjoys playing guitar, fishing, sports and serving in his local church. A Detroit native, he remains a loyal fan of Detroit sports teams.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Consumers Credit Union and Consumers Investment and Advisory Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Investment and Advisory Services, and may also be employees of Consumers Credit Union. These products and services are being offered through *Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Consumers Credit Union and Consumers Investment and Advisory Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Investment and Advisory Services, and may also be employees of Consumers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consumers Credit Union or Consumers Investment and Advisory Services. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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**The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
