Tobias Yearms has been an investment adviser representative at Adaptive Financial Consulting since August 2017, and is not listed among the firm’s executive officers or direct owners. Tobias Yearms holds a Bachelor of Science from Kentucky Wesleyan College.
Adaptive Financial Consulting, LLC is a Beachwood, OH firm with $547M under management, 261 clients and 6 advisers across 4 offices, as of its March 2026 filing.
Tobias Yearms is Director of Retirement Plan Services at Adaptive Financial Consulting. He develops and maintains the firm's retirement plan architecture and works with clients, third-party administrators, CPAs, attorneys and tax professionals. He has over 16 years of experience in the financial industry, with a focus on retirement plan design and retirement planning, and works with professional associations such as Cardinal Health.
Tobias Yearms’ longest registration is the current one, 9 years at Adaptive Financial Consulting since 2017. Before joining Adaptive Financial Consulting in 2017, Tobias Yearms was registered through Stratos Wealth Partners, LTD.
- – present · 9 yearsBeachwood, OH · Adviser representative · Firm CRD 288185
- Stratos Wealth Partners, LTD– · 1 yearBeachwood, OH · Adviser representative · Firm CRD 153184
Investment adviser representative registrations
Tobias Yearms is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from August 2017; the most recent is Texas, in September 2017.
- CaliforniaSince 3 August 2017
- LouisianaSince 3 August 2017
- OhioSince 3 August 2017
- TexasResidentSince 22 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 September 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tobias Ryan Yearms
- CRD
- 6555457
- Firm
- Adaptive Financial Consulting · CRD 288185
- Office
- 3401 ENTERPRISE PARKWAY, SUITE 340, Beachwood, OH 44122
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- adaptivefc.com
Where does Tobias Yearms work?
Tobias Yearms is an investment adviser representative registered through Adaptive Financial Consulting, LLC since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Tobias Yearms a financial advisor?
Yes. Tobias Yearms has a current investment-adviser registration in California, Louisiana, Ohio and Texas, through Adaptive Financial Consulting since August 2017.
How many years of experience does Tobias Yearms have?
Tobias Yearms has 10 years in the financial industry, since November 2015, across 2 adviser firms.
What exams has Tobias Yearms passed?
Tobias Yearms passed the Series 65 in September 2015.
Where did Tobias Yearms work before Adaptive Financial Consulting?
Before Adaptive Financial Consulting, Tobias Yearms was registered through Stratos Wealth Partners, LTD, October 2015 to July 2017.
Where is Tobias Yearms based?
Tobias Yearms’ registered office is in Beachwood, OH.
Is Tobias Yearms registered with FINRA?
No. Tobias Yearms has no current broker registration.
How can I verify Tobias Yearms’ record?
Search CRD 6555457 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tobias Yearms’ full registration record.