Award Disclosures

Investopedia – 100 Top Financial Advisor (2021)

The annual Investopedia 100 list honors independent U.S.-based financial advisors who have demonstrated top-of-the-industry skills in the following critical areas:

Reach: defined as the domain authority of their personal blog or website, followers across socials (LinkedIn, X, TikTok, Instagram, and YouTube), and podcasts (including appearances or ownership of a personal podcast).
Commitment to financial literacy: measured by the advisor’s participation in workshops, programs, nonprofits or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.
Community support: measured through peer nominations by industry professionals outside of their own firms, as well as the advisor’s presence and engagement with others in the financial planning industry.

Each advisor CRD number was checked for validity, and each application was checked for accuracy and quality. Final scores were tabulated according to weights designated for each of the criteria above. Investopedia receives no compensation from placing advisors on our list, nor does an advisor's appearance on our list constitute an individual endorsement by Investopedia of such advisor.

Investopedia recognized Daniel Yerger as a 100 Top Financial Advisor in the 2021 100 Top Financial Advisor list. The recognition did not involve any analysis of services, investment methodology, or other activites performed for clients as a financial professional, but reflected the aforementioned activite of reach, commitment to financial literacy, and community support. The award reflected activity by Daniel Yerger from the 2020 award period through the 2021 award period, and the sharing of the award presently does not indicate continued recognition by Investopedia.

Longmont Area Chamber of Commerce – Ambassador of the Year (2018)

The Longmont Area Chamber of Commerce has an ambassador committee of chamber members who volunteer on behalf of the chamber to support its various activities as a non-profit. Annually, the chamber recognizes one ambassador for their efforts with the Ambassador of the Year award. Daniel Yerger was recognized in 2018 for his volunteer activities during the 2018 calendar year. The award is granted by a committee of the Longmont Area Chamber of Commerce Staff. The award did not involve Daniel Yerger’s work as a financial planner, but solely his volunteer activity with the Longmont Area Chamber of Commerce.

Daniel has since joined the Longmont Area Chamber of Commerce Board, effective in 2023. Daniel did not pay for this recognition, nor did he or the Longmont Area Chamber of Commerce receive any form of monetary compensation or prize for the award. The award did include a glass trophy, which is on display in the MY Wealth Planners® offices at 720 100 Year Party Court, Suite 300, Longmont, CO 80504. Daniel is not a compensated employee of the Longmont Area Chamber of Commerce, and his affiliation is limited to the role of board member and paying member of the Longmont Area Chamber of Commerce. Daniel and MY Wealth Planners pay annual membership dues to the Longmont Area Chamber of Commerce of $4,000.

Longmont Area Chamber of Commerce – Building Bridges Award (Individual) (2020)

The Longmont Area Chamber of Commerce recognizes both an individual business employee and a business annually in their effort to “build bridges” between business and students. Daniel Yerger was recognized in 2020 for his volunteer activities during the 2020 calendar year in speaking at numerous educational institutions and volunteering his time with students. The award is granted by a volunteer education committee panel. The award did not involve Daniel Yerger’s work as a financial planner, but solely his volunteer activity with the Longmont Area Chamber of Commerce, local businesses, and local educational institutions including Front Range Community College The University of Colorado Boulder, Skyline High School, and Mead High School.

Money Best Financial Planners List / Award (2024)

The 2024 list of Best Financial Planners (“Best Planners List”) is a collaborative effort of the Financial Planning Association (“FPA”) and Money intended to highlight financial planning professionals independently determined to possess the baseline skills, experience, and expertise most valued by clients who seek professional financial planning advice. The appearance of Daniel M. Yerger in the Best Planners List should not be construed to be a promise of any investment result or an endorsement of Daniel M. Yerger or MY Wealth Planners® by FPA, Money, or any current or former client of Daniel M. Yerger or MY Wealth Planners®. Likewise, the Best Planners List is not representative of the experience of any current or former client(s) of Daniel M. Yerger or MY Wealth Planners®. Clients and prospective clients should also consider that participation in the Best Planners List was limited only to CFP^® professional members of FPA in good standing and did not include the entire universe of licensed financial planning professionals.

As part of applying for consideration to be included in the Best Planners List, Daniel M. Yerger responded to a questionnaire that was made available exclusively to all CFP^® professional members of FPA in good standing. Approximately 1,006 FPA members responded to the questionnaire and were eligible to be included in the Best Planners List. The questionnaire was designed by FPA and Money to explore critical factors central to the financial planner-client relationship. It was informed through discussions with practicing financial planner professionals, empirical academic research, and a scoring system designed exclusively by Money. Data gleaned from the questionnaire resulted in the development of the Best Planners List, the results of which were not pre-determined or otherwise adjusted by either FPA or Money. Likewise, the Best Planners List was not determined based on a popular vote of the participating financial planner professionals or any clients or prospective clients.

While Daniel M. Yerger pays an annual membership fee of $375 to FPA, payment of this fee and completion of the questionnaire did not guarantee or influence the probability of Daniel M. Yerger appearing in the Best Planners List or of the placement of Daniel M. Yerger within the Best Planners List. Further, Daniel M. Yerger was not required to pay any fees or other compensation of any kind to Money or any other group to have the opportunity to be included in the Best Planners List. Except as described above, Daniel M. Yerger is not affiliated with FPA or Money.

Various qualitative and quantitative criteria were considered in developing the scoring system for the Best Planners List, including each participating planner’s education, length of professional experience, level of ongoing training, disciplinary history (or lack thereof) and professional credentials. To capture aspects of the financial planning process that have traditionally been more difficult to evaluate, the scoring system further considered trust factors and client communication practices of participants in the Best Planners List by requiring them to quantify the importance they attach to such factors when working with their clients. To ensure objectivity in developing the Best Planners List and the scoring of participants, all self-identifying information of the participating planners was removed from questionnaire responses evaluated by Money. For more information on the methodology utilized to develop the Best Planners List, please visit Money’s Methodology Guide here.

NAPFA – New Professional (2023)

This award is designed to recognize the achievements and contributions to the profession of young practitioner members of the Association. It may be presented to a member who has made outstanding contributions in their professional and volunteer roles.

Criteria considered by the Awards & Recognition Committee:

Outstanding and creative approaches to problem-solving within the financial planning profession.
Demonstrated positive impact on their firm and/or the profession.
Serves as a role model for other young practitioners and students.
Active member of NAPFA and involvement in activities of the association.

These contributions may be a single act or a cumulative performance. Significance will be measured by a positive impact on the nominees firm or the profession.

Potential Recipients: NAPFA member under the age of 35
Nomination process: Nominations will be solicited from the membership through multiple communications channels. The nomination should identify the specific act(s) or performance for which the award is recommended, as well as a brief description of the nominees impact/contributions.
Selection process: A committee of three individuals will select from nominees submitted by the membership and the Board.
Presentation: The NAPFA New Professional Award will be made in conjunction with one of the National Conferences.
The award does not have to be granted every year.

Daniel served on the NAPFA West Region board at the time of this award and has served on the board since 2022 in assorted roles, including Symposium Chair and Board President. Daniel is not paid or compensated for this volunteer role. Daniel did not pay for this recognition, nor did he or NAPFA receive any form of monetary compensation or prize for the award. The award did include a glass trophy, which is on display in the MY Wealth Planners® offices at 720 100 Year Party Court, Suite 300, Longmont, CO 80504. Daniel is not a compensated employee of the NAPFA, and his affiliation is limited to the role of regional board member and paying member of NAPFA, which includes dues of $695 annually and a one-time application processing fee of $150, which was paid in 2019 when Daniel joined NAPFA.

Waddell & Reed – Circle of Champions (2017, 2018, 2019)

The Circle of Champions is an award granted to Financial Advisors working for Waddell & Reed who met annual business development targets. The award recognizes only business development success by securities and/or insurance licensed financial advisors of Waddell & Reed in the year preceding the award. For example, activity from January 1^st, 2016, to December 31^st, 2016, would be recognized with the 2017 award.

The award was non-exclusive, with every financial advisor at Waddell & Reed eligible to receive the award based on their individual or team sales production. Financial Advisors successful in meeting the business development requirements were rewarded with attendance at the “Circle of Champions” conference, held in a hotel in a different city each year (2017 – Kansas City; 2018 – San Diego; 2019 – Atlanta). The award included costs of travel, hotel and lodging, room and board, and the presentation of an award plaque or framed certificate. Award winners are not required to pay for this award or for eligibility to display the award. These awards are on display in the MY Wealth Planners® offices at 720 100 Year Party Court, Suite 300, Longmont, CO 80504.

Daniel M. Yerger was recognized in 2017, 2018, and 2019.

Gregory S. Thoke was recognized in 2017 and 2018.

Waddell & Reed – Crest (2018)

The Crest award is granted to Financial Advisors working for Waddell & Reed who met substantial (as compared to Circle of Champions) annual business development targets. The award recognizes only business development success by securities and/or insurance licensed financial advisors of Waddell & Reed in the year preceding the award. For example, activity from January 1^st, 2017, to December 31^st, 2017, would be recognized with the 2018 award.

The award was non-exclusive, with every financial advisor at Waddell & Reed eligible to receive the award based on their individual or team sales production. Financial Advisors successful in meeting the business development requirements were rewarded with attendance at the “Crest” conference, held in a hotel in a different city each year (2018 – London). The award included costs of travel, hotel and lodging, room and board, and the presentation of an award plaque or framed certificate. Award winners are not required to pay for this award or for eligibility to display the award. This award is displayed in the MY Wealth Planners® offices at 720 100 Year Party Court, Suite 300, Longmont, CO 80504.

Gregory S. Thoke was recognized in 2018 for his business development success in 2017.

Waddell & Reed – Million Dollar Club (2017)

The Million Dollar Club is an award granted to Financial Advisors working for Waddell & Reed who met lifetime business development requirements, measured at intervals such as $1 million in gross sales, $2 million in gross sales, and so on. The award recognizes only business development success by securities and/or insurance licensed financial advisors of Waddell & Reed during their career with Waddell & Reed, and was measured cumulatively throughout their career. Different thresholds included different awards, starting with a certificate and pen, and escalating to watches, rings, and trophies.

The award was non-exclusive, with every financial advisor at Waddell & Reed eligible to receive the award based on their individual sales production. This award is on display in the MY Wealth Planners® offices at 720 100 Year Party Court, Suite 300, Longmont, CO 80504.

Daniel M. Yerger was recognized in 2017 for his business development efforts dating from July 2015 through December 2016.

Waddell & Reed – Pacesetter Gold (2014, 2016)

The Pacesetter Gold is an award granted to new Financial Advisors working for Waddell & Reed who met first year business development requirements, specifically $60,000 or $80,000 of gross revenue. The award recognizes only business development success by securities and/or insurance licensed financial advisors of Waddell & Reed during the first twelve months of their career with Waddell & Reed. Different thresholds included different awards, including a certificate and eligibility to attend the Circle of Champions conference, and at the higher tier, the opportunity to bring a plus-one to the conference as well.

The award was non-exclusive, with every first year financial advisor at Waddell & Reed eligible to receive the award based on their individual sales production. This award is on display in the MY Wealth Planners® offices at 720 100 Year Party Court, Suite 300, Longmont, CO 80504.

Daniel M. Yerger was recognized in 2016 for his business development efforts dating from July 2015 through July 2016.

Gregory S. Thoke was recognized in 2014 for his business development efforts dating from September 2012 through September 2013.

Waddell & Reed – Superstarter Gold (2014, 2016)

The Superstarter Gold is an award granted to new Financial Advisors working for Waddell & Reed who met quarterly business development requirements, specifically $15,000 of gross revenue in their first quarter, $30,000 of gross revenue in their second quarter, and $40,000 of gross revenue in their third quarter. The award recognizes only business development success by securities and/or insurance licensed financial advisors of Waddell & Reed during the first nine months of their career with Waddell & Reed. Different thresholds included different awards, including a certificate and eligibility to attend the Career Development Conference at the Waddell & Reed national headquarters in Overland Park, KS. This trip included attendance, hotel, travel costs, room and board.

The award was non-exclusive, with every first-year financial advisor at Waddell & Reed eligible to receive it based on their individual sales production. It is on display in the MY Wealth Planners® offices at 720 100 Year Party Court, Suite 300, Longmont, CO 80504.

Daniel M. Yerger was recognized in 2016 for his business development efforts dating from July 2015 through April 2016.

Gregory S. Thoke was recognized in 2014 for his business development efforts dating from September 2012 through June 2013.