Anat N. Yoder

YODER WEALTH MANAGEMENT

Walnut Creek, CA 94596

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CRD#: 4777804

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

Are you a "fiduciary"?

Yes

Aliases

Anat Nurit Levy

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.

1.FIXED INSURANCE SALES. INVESTMENT RELATED, AT BRANCH LOCATION. 2.ANAT YODER 401K PLAN, TRUSTEE, INVESTMENT RELATED, PERFORMED AT BRANCH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anat Nurit Levy Yoder's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

January 29, 2018 - Present

YODER WEALTH MANAGEMENT

Office #1: 2033 N Main Street #1060, Walnut Creek, CA 94596

RIA

CRD#: 291826

Walnut Creek, CA

Past

April 5, 2013 - April 24, 2018

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

WALNUT CREEK, CA

Past

April 5, 2013 - April 24, 2018

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALNUT CREEK, CA

Past

May 11, 2004 - April 9, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WALNUT CREEK, CA

Past

April 30, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 30, 2004 - April 9, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WALNUT CREEK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

YODER WEALTH MANAGEMENT

ANAT NURIT LEVY YODER | YODER, ANAT, NURIT LEVY | YODER, ANAT | YODER WEALTH MANAGEMENT, INC. | YODER WEALTH MANAGEMENT

CRD#: 291826 / SEC#: 801-115215

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

California

Registered Investment Advisory firm - (6/6/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/23/2018)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 5/10/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/24/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/29/2004

General Securities Representative Examination

Current Firm

YODER WEALTH MANAGEMENT

ANAT NURIT LEVY YODER | YODER, ANAT, NURIT LEVY | YODER, ANAT | YODER WEALTH MANAGEMENT, INC. | YODER WEALTH MANAGEMENT

CRD#: 291826 / SEC#: 801-115215

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

California

Registered Investment Advisory firm - (6/6/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2019 Terminated)

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Contact information

Main Address

2033 N Main St. #1060, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 691-5600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

YODER WEALTH MANAGEMENT ADV PART 2A APPENDIX 1 (1/23/2025)

YODER WEALTH MANAGEMENT ADV PART 2A AND 2B (1/23/2025)

Regulatory assets under management

Total Number of Accounts	369
AUM (Assets Under Management)	$ 299,715,226

Red Flags

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.

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Anat N. Yoder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anat Nurit Levy Yoder's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

YODER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 5/10/2004

SIE

Date: 4/24/2018

Series 7

Date: 4/29/2004

Current Firm

YODER WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

YODER WEALTH MANAGEMENT

TRUST BUT VERIFY

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