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Business Profile

Investment Management

YS Asset Management LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(580) 786-3333Email BusinessWrite a Review

About

Overview

YS Asset Management LLC

728 W Main St

Duncan, OK 73533-4614

View Service Area
See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 3:30 PM
By Appt. Only
By Appt. Only

BBB Accreditation & Rating

YS Asset Management LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

YS Asset Management LLC is an investment management company out of Duncan, OK.

BBB Accredited Since: 7/12/2019

Years in Business: 18

Products and Services

YS Asset Management LLC offers the following products/services: Investments (Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRASEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity), Financial Planning ( Retirement Plans, Tax Plans401(k), Planning403(b), Planning, College Plans
Estate Plans, Money Purchasing Plans, Profit Sharing Plans), Insurance (Disability Income Insurance Life Insurance. Long-Term-Care Insurance)

Business Details

Local BBB:
Better Business Bureau Serving Central Oklahoma
BBB File Opened:
7/10/2019
Business Started:
12/31/2007
Business Started Locally:
8/17/2017
Date of New Ownership:
8/17/2017
Business Incorporated:
8/17/2017
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Yancy Spivey, President

Additional Contact Information

Principal Contacts
Mr. Yancy Spivey, President
Customer Contacts
Mr. Yancy Spivey, President
Additional Phone Numbers
Other Phone: (580) 235-6969
Additional Email Addresses
Primary: Email this Business
Sales: Email this Business
Customer Service: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 5434377 for this business, issued by Oklahoma Department of Consumer Credit

Oklahoma Department of Consumer Credit

3613 N.W. 56th, Suite 240

Oklahoma City OK 73112

405-5213653

Fax: (405) 5216740

Website

Additional Information

Business Categories
Investment Management, Financial Services, Financial Planning Consultants, Investment Advisory Services, Financial Consultants

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.