Lynore Yates, NSSA® Advisor · Louisville, KY
Lynore Yates
Financial Advisor, Commonwealth Capital Management
Professional Profile
Lynore Yates is a seasoned Financial Advisor at Commonwealth Capital Management in Kentucky, with over 25 years of experience in financial planning, retirement investments, and Social Security advisory. Her holistic approach ensures that clients are thoroughly prepared for retirement and beyond, embracing life's unpredictable moments with confidence. Lynore emphasizes, “Life happens, and the more prepared we are, the better."
As a holder of the NSSA® designation in Social Security planning, Lynore Yates brings specialized knowledge of Social Security planning to every client relationship.
As a Registered Financial Services Professional since February 2018, Lynore holds multiple industry credentials, including Series 6, 63, 65, and 7 registrations, alongside life and health insurance licenses. Her expertise in Medicare and Social Security planning, bolstered by the National Social Security Advisor (NSSA) designation and the CLTC designation for long-term care solutions, allows her to tailor objective and personalized strategies to meet her clients' unique financial goals.
A proud United States Army veteran, Lynore's diverse background—from being an EMT to leading as a Division Manager for Physicians Mutual—provides her with unparalleled insight into her clients' lives. She passionately teaches Retirement Planning Classes at the University of Louisville, equipping individuals with the knowledge needed to navigate retirement transitions effectively.
Family and faith are central to Lynore's life, as she actively participates in her local parish and cherishes time spent with her husband, children, grandchildren, and parents. An avid outdoors enthusiast, Lynore enjoys hiking and backpacking with her German Shepherd. With her comprehensive expertise and compassionate approach, Lynore Yates is the trusted financial partner you need to secure your financial future and navigate Social Security complexities. Contact her today to begin your journey towards a prosperous retirement.
Disclosure
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.
Contact Lynore
How an ARPI-Certified Advisor Can Help You
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.
