Danny Holder has been an investment adviser representative at TLWM since November 2025, and is not listed among the firm’s executive officers or direct owners.
TLWM, LLC is a San Antonio, TX firm with $605M under management, 1,262 clients and 9 advisers across 5 offices, as of its March 2026 filing.
Danny Holder’s longest registration is the current one, 19 years at Capital Retirement Planning, LLC since 2007.
- TLWM FinancialCurrent– present · under a yearRound Rock, TX · Adviser representative · Firm CRD 158305
- Capital Retirement Planning, LLCAlso current– present · 19 yearsGeorgetown, TX · Adviser representative · Firm CRD 145156
Investment adviser representative registrations
Danny Holder is registered as an investment adviser representative in Texas, since October 2007.
- TexasSince 10 October 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2007 |
| Series 1 | Registered Representative Examination | 19 May 1980 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Registered Representative Examination
- Full name
- Danny Lynn Holder
- CRD
- 709575
- Firm
- TLWM · CRD 158305
- Office
- 505 E Palm Valley Blvd, Ste 200, Round Rock, TX 78664
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Danny Holder work?
Danny Holder is an investment adviser representative registered through TLWM, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Danny Holder a financial advisor?
Yes. Danny Holder has a current investment-adviser registration in Texas, through TLWM since November 2025.
How many years of experience does Danny Holder have?
Danny Holder has 19 years in the financial industry, since October 2007, across 2 adviser firms.
What exams has Danny Holder passed?
Danny Holder has passed 2 licensing exams: the Series 1 and Series 65. The earliest, the Series 1, was passed in May 1980.
Where is Danny Holder based?
Danny Holder’s registered office is in Round Rock, TX.
Is Danny Holder registered with FINRA?
No. Danny Holder has no current broker registration.
How can I verify Danny Holder’s record?
Search CRD 709575 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Danny Holder’s full registration record.