Myra Lynn Salzer
Investment adviser representative at The Wealth Conservancy, Inc.
43 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$260MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
43 years in the industry.
- The Wealth Conservancy, Inc.Jun 1983 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, NH, TX).
The Wealth Conservancy, Inc.
$260MAssets managed
47Clients
3Advisers
43 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
- 4383206
- Firm CRD
- 112024