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Charles Adam Yale

Lawson Kroeker Investment Management Inc.

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About Charles Adam Yale

Charles Yale is a registered Investment Advisor Representative (IAR) with Lawson Kroeker Investment Management Inc. based in Omaha, Nebraska. Charles holds Series 7, Series 63 and Series 65 licenses. Charles has been in the industry since 1999 and has experience with a variety of firms, including M Holdings Securities, Inc., The Yale Group, Inc. and First Manhattan Co. Charles has a special focus on portfolio management for individuals, businesses, and investment companies.

Firm Information

Charles Yale is currently registered with Lawson Kroeker Investment Management Inc.. Lawson Kroeker Investment Management Inc. is an investment advisor based in Omaha, NE. They manage approximately $623,803,742 in regulatory assets for 396 clients, including investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Their advisory services include portfolio management for businesses, individuals, and investment companies.
Lawson Kroeker Investment Management Inc.

1926 S. 67TH STREET

OMAHA, NE 68106

$623.80M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Yale’s Registration & Firm History

NE

01/29/2023 - Present

Lawson Kroeker Investment Management Inc. (OMAHA NE)

OR

02/25/2004 - 06/08/2005

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

MA

04/18/2001 - 07/17/2001

THE YALE GROUP, INC. (NEWTON MA)

NY

06/16/1999 - 01/10/2000

FIRST MANHATTAN CO (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/10/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Adam Yale.
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