Yuanyuan Yang has been an investment adviser representative at Planned Financial Services since July 2016, and is not listed among the firm’s executive officers or direct owners. Yuanyuan Yang holds a Bachelor's degree in Management from Beijing Wuzi University and a Master of Finance and Accounting from the University of Adelaide.
Planned Financial Services, LLC is a Cleveland, OH firm with $473M under management, 284 clients and 5 advisers in one office, as of its February 2026 filing.
Cynthia Yang is Wealth Advisor of Return on Life Wealth Partners. She joined the firm in 2012 as a wealth advisor and leads its Investment Committee, which conducts investment due diligence research and constructs, reviews and adjusts the ROL Strategic Portfolios. Before joining, she was a tutor for three years at the University of Adelaide Business School in Australia.
Yuanyuan Yang’s longest registration is the current one, 14 years at LPL Financial LLC since 2012.
- – present · 10 yearsBaltimore, MD · Adviser representative · Firm CRD 112879
- LPL Financial LLCAlso current– present · 14 yearsEllicott City, MD · Adviser representative and broker · Firm CRD 6413
Professional designations
Listed by Planned Financial Services
- Chartered Financial Analyst (CFA®)
- Chartered Alternative Investment Analyst (CAIA®)
- Certified in Investment Performance Management (CIPM)
Investment adviser representative registrations
Yuanyuan Yang is registered as an investment adviser representative in Ohio, since July 2016.
- OhioSince 12 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 June 2012 |
| Series 7 | General Securities Representative Examination | 2 May 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6017690
- Firm
- Planned Financial Services · CRD 112879
- Office
- Baltimore, MD
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- returnonlifewealth.com
Where does Yuanyuan Yang work?
Yuanyuan Yang is an investment adviser representative registered through Planned Financial Services, LLC since July 2016, and is not listed among the firm’s executive officers or direct owners.
Is Yuanyuan Yang a financial advisor?
Yes. Yuanyuan Yang has a current investment-adviser registration in Ohio, through Planned Financial Services since July 2016.
How many years of experience does Yuanyuan Yang have?
Yuanyuan Yang has 14 years in the financial industry, since May 2012, across 2 adviser firms.
What exams has Yuanyuan Yang passed?
Yuanyuan Yang has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2012. FINRA credited Yuanyuan Yang with the SIE, which began in October 2018.
Where is Yuanyuan Yang based?
Yuanyuan Yang’s registered office is in Baltimore, MD.
Is Yuanyuan Yang registered with FINRA?
Yes. Yuanyuan Yang has a current broker registration, under CRD 6017690.
Source: FINRA BrokerCheck
Is Yuanyuan Yang a CFA charterholder?
Planned Financial Services lists Yuanyuan Yang with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Yuanyuan Yang’s record?
Search CRD 6017690 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Yuanyuan Yang’s full registration record.
