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Danny Lynn Holder

Tlwm Financial

San Antonio, TX

Round Rock, TX

Capital Retirement Planning, LLC

Georgetown, TX

CRD 709575

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Employer firm

Tlwm Financial CRD 158305

$605M regulatory AUM 62 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tlwm Financial

40 Ne Loop 410 Suite 644, San Antonio, TX 78216 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-11
  • TX RA
    APPROVED
    Since 2025-11-11

Branch Locations

40 Ne Loop 410 Suite 644, San Antonio, TX 78216 • United States

505 E Palm Valley Blvd Ste 200, Round Rock, TX 78664 • United States

Capital Retirement Planning, Llc

Georgetown, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-10-10
  • TX RA
    APPROVED
    Since 2007-10-10

Branch Locations

Georgetown, TX • 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
Capital Retirement Planning, Llc Round Rock TX 07/2007 11/2025
Tlwm Financial San Antonio TX 11/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-31
  • S65 Uniform Investment Adviser Law Examination
    2007-08-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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