Danny L. Holder

CAPITAL RETIREMENT PLANNING

ROUND ROCK, TX 78664

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CRD#: 709575

Professional summary

Danny Lynn Holder, CFP® is a registered financial advisor currently at CAPITAL RETIREMENT PLANNING, LLC located in Round Rock, Texas and TLWM FINANCIAL located in Round Rock, Texas.

Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Danny has worked at 6 firms and has passed the Series 65 and Series 1 exams.

Question & Answer

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.

CAPITAL RETIREMENT INSURANCE PLANNING, LLC, NOT INVESTMENT-RELATED, 505 E PALM VALLEY BLVD #200, ROUND ROCK, TX 78664, INSURANCE AGENCY, PRESIDENT/OWNER, 03/2011, 40 HOURS/MONTH, ALL DURING TRADING HOURS, INSURANCE AGENT AND ADMINISTRATIVE DUTIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny Lynn Holder'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: 2014

Experience

Current

October 10, 2007 - Present

CAPITAL RETIREMENT PLANNING, LLC

Office #1: 505 E Palm Valley Blvd. Suite 200, Round Rock, TX 78664

RIA

CRD#: 145156

ROUND ROCK, TX

Current

November 11, 2025 - Present

TLWM FINANCIAL

Office #1: 505 E Palm Valley Blvd Ste 200, Round Rock, TX 78664

RIA

CRD#: 158305

Round Rock, TX

Past

January 6, 1988 - September 6, 1988

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

Past

April 7, 1982 - October 12, 1987

USLIFE EQUITY SALES CORP.

CRD#: 7962

Past

March 26, 1981 - March 3, 1982

OSAIC FS, INC.

CRD#: 3870

Past

June 4, 1980 - April 11, 1981

ENTERPRISE FUND DISTRIBUTORS, INC.

CRD#: 883

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".

TLWM FINANCIAL

CRD#: 158305 / SEC#: 801-79214

RIA

Registered Investment Advisory firm - (2/28/2014 Approved)

Texas

Registered Investment Advisory firm - (3/3/2014 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

Tennessee
(4/19/2017)

IAR

Texas
(10/10/2007)

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 65

Date: 8/31/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 1

Date: 5/19/1980

Registered Representative Examination

Current Firm

TLWM FINANCIAL

CRD#: 158305 / SEC#: 801-79214

RIA

Registered Investment Advisory firm - (2/28/2014 Approved)

Texas

Registered Investment Advisory firm - (3/3/2014 Terminated)

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Contact information

Main Address

40 Ne Loop 410 Suite 644, San Antonio, TX 78216

Mailing Address

Phone number

+1 (877) 348-8822

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	2,008
AUM (Assets Under Management)	$ 577,253,765

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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Danny L. Holder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny Lynn Holder's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL RETIREMENT PLANNING, LLC

TLWM FINANCIAL

METLIFE INVESTORS DISTRIBUTION COMPANY

USLIFE EQUITY SALES CORP.

OSAIC FS, INC.

ENTERPRISE FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

TLWM FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2007

Series 1

Date: 5/19/1980

Current Firm

TLWM FINANCIAL

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TLWM FINANCIAL

TRUST BUT VERIFY

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