Brian Timothy Farris

Employer firm

Financial Design Group, LLC CRD 316103

$113M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 07/2022
  Cetera Advisors Llc
  Omaha, NE
• 04/2022 → Present
  Financial Design Group, Llc
  Lavista, NE
• 06/2021 → Present
  Financial Design Group, Llc
  Lavista, NE

Previous Registrations

• 2011-02-18 → 2022-07-18
  Cetera Advisors Llc
  Omaha, NE
  Greenwood Village, CO
• 2007-09-07 → 2011-02-11
  Qa3 Financial Llc
  Omaha, NE
  Omaha, NE
• 1998-01-30 → 2007-08-31
  Osaic Fa, Inc.
  Omaha, NE
  Omaha, NE

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-14