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Detailed Report
DANIEL MACKENZIE YERGER
CRD#: 6473980
IA
Investment Adviser
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Previous Broker
MY WEALTH PLANNERSCRD#: 305664 720 100 YEAR PARTY COURT
SUITE 300
LONGMONT, CO 80504
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2015 - 2019 (4 years)IAMY WEALTH PLANNERS (CRD# 305664)2019 - Present (5 years)
License(s)

State Registrations

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Colorado 12/6/2019
IA
Texas 5/14/2024
Current Registration(s)
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MY WEALTH PLANNERS (CRD#:305664)
720 100 YEAR PARTY COURT SUITE 300, LONGMONT, CO 80504
Registered with this firm since 12/6/2019
Previous Registration(s)
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 05/30/2015 - 10/29/2019 WADDELL & REED (CRD#:866) Longmont, CO
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 05/18/2015 - 10/29/2019 WADDELL & REED (CRD#:866) Longmont, CO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.