Andrea Morgan Stackland-winterer

Current Employers

Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-05-01
CO	RA	APPROVED	2025-08-08
TX	RA	APPROVED	2025-08-08

MA RA
APPROVED

Since 2026-05-01
CO RA
APPROVED

Since 2025-08-08
TX RA
APPROVED

Since 2025-08-08

Branch Locations

220 Colorado Ave Unit 218, Telluride, CO 81435 • United States

175 Highland Ave, Needham, MA 02494 • United States

Telluride, CO • United States

345 California Street Suite 600, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	12/2009	08/2025
Farther	Telluride	CO	08/2025	Present

12/2009 → 08/2025

Commonwealth Financial Network

Waltham, MA
08/2025 → Present

Farther

Telluride, CO

Previous Registrations

2009-12-08 → 2025-08-05

Commonwealth Financial Network

Waltham, MA

Needham, MA

Telluride, CO
2000-08-18 → 2002-12-09

Ameriprise Financial Services, Llc

Waltham, MA

Waltham, MA

Middleton, MA

Other Businesses

E3 Financial Planning, LLC, operating company for securities, financial planning, and insurance business practice, owner, as of 10/01/2011, 1 hour per month, non securities trading hours; conducted at branch, investment related. Independent Insurance Agent; not investment-related; approximately 5 hours per month, 4.33 hours during securities trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-07-17

S66 Uniform Combined State Law Examination

2000-07-17

Designations

Other Names

Andrea Morgan Winterer

View on SEC IAPD