Anat N. Yoder
Professional summary
Anat Nurit Levy Yoder, CFP®, who also goes by Anat Nurit Levy, is a registered financial advisor currently at YODER WEALTH MANAGEMENT located in Walnut Creek, California.
Anat is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Anat has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anat Nurit Levy Yoder's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
January 29, 2018 - Present
YODER WEALTH MANAGEMENT
Office #1: 2033 N Main Street #1060, Walnut Creek, CA 94596April 5, 2013 - April 24, 2018
COMMONWEALTH FINANCIAL NETWORK
April 5, 2013 - April 24, 2018
COMMONWEALTH FINANCIAL NETWORK
May 11, 2004 - April 9, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
April 30, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
April 30, 2004 - April 9, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
YODER WEALTH MANAGEMENT
CRD#: 291826 / SEC#: 801-115215
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/23/2018)
(1/29/2018)
Exams
Current Firm
YODER WEALTH MANAGEMENT
CRD#: 291826 / SEC#: 801-115215
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 341 |
| AUM (Assets Under Management) | $ 331,204,663 |
Red Flags
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