Daniel Mackenzie Yerger
AIF®, CFP®, ChFC®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Financial Planning
- Investment Management
- Education Funding
- Estate & Legacy Planning
- Tax Planning
- Business Services
- Social Security & Medicare Planning
- Health Care & Long-Term Care Planning
- Risk Management & Insurance
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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.
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Credentials
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MY WEALTH PLANNERS | MY WEALTH PLANNERS LLC
Contact Information
Main Address
720 100 Year Party Court Suite 300, Longmont, CO 80504Phone Number
(303) 600-3757# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
442AUM (Assets Under Management)
$98,958,912Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(12/6/2019)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Mackenzie Yerger's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Retirement Planning
- Financial Planning
- Investment Management
- Education Funding
- Estate & Legacy Planning
- Tax Planning
- Business Services
- Social Security & Medicare Planning
- Health Care & Long-Term Care Planning
- Risk Management & Insurance
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