Michael David Yoder
CFP®Professional Summary
Michael David Yoder, CFP®, who also goes by Michael David Yoder, is a registered financial advisor currently at YODER WEALTH MANAGEMENT located in Walnut Creek, California. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael David Yoder
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Current Firm
ANAT NURIT LEVY YODER | YODER, ANAT, NURIT LEVY | YODER, ANAT | YODER WEALTH MANAGEMENT, INC. | YODER WEALTH MANAGEMENT
Contact Information
Main Address
2033 N Main St. #1060, Walnut Creek, CA 94596Phone Number
(925) 691-5600# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
341AUM (Assets Under Management)
$331,204,663Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Primary Firm SEC Registration
ANAT NURIT LEVY YODER | YODER, ANAT, NURIT LEVY | YODER, ANAT | YODER WEALTH MANAGEMENT, INC. | YODER WEALTH MANAGEMENT
State Registrations and Notice Filings
(2/23/2018)
(1/29/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
CRS (Client Relationship Summary) - RIA
Click below to view Michael David Yoder's CRS (Customer Relationship Summary).
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
