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Inactive

Daniel Mackenzie Yerger

My Wealth Planners

Longmont, CO

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Current Employers
My Wealth Planners

720 100 Year Party Court Suite 300, Longmont, CO 80504 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-14
CO RA APPROVED 2019-12-06
  • TX RA
    APPROVED
    Since 2024-05-14
  • CO RA
    APPROVED
    Since 2019-12-06

Branch Locations

720 100 Year Party Court Suite 300, Longmont, CO 80504 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Longmont CO 05/2015 10/2019
Various Insurance Carriers For W&R Insurance Agencies Longmont CO 07/2015 10/2019
Association Of The United States Army Arlington VA 08/2015 10/2019
My Wealth Planners Llc Longmont CO 02/2017 Present
Front Range Community College Longmont CO 12/2017 Present
  • 05/2015 → 10/2019
    Waddell & Reed, Inc
    Longmont, CO
  • 07/2015 → 10/2019
    Various Insurance Carriers For W&R Insurance Agencies
    Longmont, CO
  • 08/2015 → 10/2019
    Association Of The United States Army
    Arlington, VA
  • 02/2017 → Present
    My Wealth Planners Llc
    Longmont, CO
  • 12/2017 → Present
    Front Range Community College
    Longmont, CO
Previous Registrations
  • 2015-05-30 → 2019-10-29
    Waddell & Reed
    Ft. Collins, CO
    Longmont, CO
    Las Vegas, NV
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-30
  • S66 Uniform Combined State Law Examination
    2015-05-30
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTAURUS FINANCIAL, INC.
CONSOLIDATED PORTFOLIO REVIEW CORP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC

Other Investors

Michael Rose
JENNIFER LYNN PARIS
Samantha Erin Schreiber-Reed
Judith L. Meduna
Elizabeth Ashley Bleidt
David John Schreiber
Bradley Alan Atkinson
Kevin W Rodriguez

Other Offices

EDWARD JONES · LONGMONT, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Longmont, CO
EDWARD JONES · Longmont, CO
EDWARD JONES · LONGMONT, CO
EDWARD JONES · LONGMONT, CO
CENTAURUS FINANCIAL, INC. · Longmont, CO
CONSOLIDATED PORTFOLIO REVIEW CORP · Longmont, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LONGMONT, CO

More in Longmont, CO

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