Michael David Yoder
Investment adviser representative at Yoder Wealth Management
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$331.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Yoder Wealth ManagementJan 2018 to now
- Yoder Wealth ManagemenrJan 2018 to now
- Commonwealth Financial NetworkApr 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Yoder Wealth Management
Legal name: Yoder Wealth Management, Inc.
$331.2MAssets managed
74Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4350846
- Firm CRD
- 291826