Investment adviser representative · Capital Retirement Planning, LLC
Danny L. Holder
CRD 709575 · Georgetown, TX
At a glance
Danny L. Holder is an investment adviser representative with Capital Retirement Planning, LLC in Georgetown, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Danny’s SEC record dates to 2007, about 19 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Capital Retirement Planning, LLCSince October 2007Georgetown, TX · State-registered or not in the SEC’s list
- Tlwm FinancialSince November 2025Round Rock, TX · $605M in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Danny’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.