My Wealth Planners

My Wealth Planners (CRD# 305664) is a financial advisory firm headquartered in Longmont, CO. They manage $63,701,891 in 338 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
720 100 Year Party Court, Suite 300, Longmont, CO 80504
http://www.twitter.com/danielyerger3
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $188,467
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at My Wealth Planners
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Yerger, financial advisor Longmont CO
Daniel M. Yerger
CRD#: 6473980
720 100 Year Party Court, Suite 300, Longmont, CO 80504

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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