Daniel M. Yerger

MY WEALTH PLANNERS

Longmont, CO 80504

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CRD#: 6473980

Professional summary

Daniel Mackenzie Yerger, AIF®, CFP®, ChFC® is a registered financial advisor currently at MY WEALTH PLANNERS located in Longmont, Colorado.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Daniel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Retirement Income Management

Life Transitions

Investment Planning

Education Planning

Divorce Planning

Inheritance

Tax Planning

Small Business Planning

Estate Planning

Social Security Planning

Comprehensive Financial Planni...

Elder Care

Business Succession Planning

Insurance Planning

Long-term Care

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

AUM

Business Owners

Corporate Executives

Divorce Planning

Fixed Fee (Subscription, Retai...

High Net Worth Client Needs

Are you a "fiduciary"?

Yes

Aliases

None

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.

Daniel Yerger an Advisory Board Member at Front Range Community College. He devotes approximately one hour per month to this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Mackenzie Yerger's 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2018

ChFC^®

Chartered Financial Consultant

Experience

Current

December 6, 2019 - Present

MY WEALTH PLANNERS

Office #1: 720 100 Year Party Court Suite 300, Longmont, CO 80504

RIA

CRD#: 305664

Longmont, CO

Past

May 30, 2015 - October 29, 2019

WADDELL & REED

RIA

CRD#: 866

Longmont, CO

Past

May 18, 2015 - October 29, 2019

WADDELL & REED

CRD#: 866

Longmont, CO

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

Colorado
(12/6/2019)

IAR

Texas
(5/14/2024)

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: 5/30/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/2015

General Securities Representative Examination

Current Firm

MY WEALTH PLANNERS

MY WEALTH PLANNERS | MY WEALTH PLANNERS LLC

CRD#: 305664 / SEC#:

Colorado

Registered Investment Advisory firm - (12/6/2019 Approved)

Texas

Registered Investment Advisory firm - (4/29/2024 Conditional Restricted)

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Contact information

Main Address

720 100 Year Party Court Suite 300, Longmont, CO 80504

Mailing Address

Phone number

(303) 600-3757

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	402
AUM (Assets Under Management)	$ 78,552,651

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.

Contact information

(xxx) xxx-xxxx

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Daniel M. Yerger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Mackenzie Yerger's CRS (Customer Relationship Summary).

Certified licenses

Experience

MY WEALTH PLANNERS

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 5/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/18/2015

Current Firm

MY WEALTH PLANNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MY WEALTH PLANNERS

TRUST BUT VERIFY

Contact information

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