Daniel Yerger (CRD# 6473980) is an Investment Advisor Representative working at My Wealth Planners in Longmont, CO and has over 8 years of experience in the finance industry. Daniel Yerger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 6262403
Raymond James & Associates, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Front Range Community College | Longmont, CO | Dec 2017 - Current | 6 |
| My Wealth Planners LLC | Longmont, CO | Feb 2017 - Current | 7 |
| Association Of The United States Army | Arlington, VA | Aug 2015 - Oct 2019 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Longmont, CO | Jul 2015 - Oct 2019 | 4 |
| Waddell & Reed, Inc. | Longmont, CO | May 2015 - Oct 2019 | 4 |
| International Business Machines | Boulder, CO | Jul 2012 - Jul 2015 | 3 |
| United States Army | Longmont, CO | Nov 2008 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- CO
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Total Assets Under Management64MILLIONS
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Total Number of Accounts338ACCOUNTS
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Average Account Value$188,467
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO
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