Christopher James Mcfarland

Employer firm

Mdrn Capital CRD 325950

$339M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2020 → 05/2023
  U.S. Bancorp Investments, Inc.
  Cincinnati, OH
• 11/2019 → 03/2020
  Unemployed
  Cincinnati, OH
• 11/2013 → 11/2019
  Fidelity Brokerage Services Llc
  Covington, KY
• 07/2023 → 11/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Cincinnati, OH
• 06/2023 → 07/2023
  Unemployed
  Covington, KY
• 12/2025 → 03/2026
  Unemployed
  Covington, KY
• 04/2026 → Present
  Mdrn Capital, Llc
  Covington, KY

Previous Registrations

• 2008-01-03 → 2011-11-22
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2008-01-03 → 2010-12-31
  John Hancock Investment Management Llc
  Boston, MA
• 2000-02-28 → 2005-03-22
  Strategic Advisers Llc
  Braintree, MA
• 2001-04-06 → 2005-03-22
  Fidelity Personal Trust Company, Fsb
  Braintree, MA

Other Businesses

1) MDRN Insurance LLC; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approximately 10% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-16
• S63 Uniform Securities Agent State Law Examination
  2024-02-13

Other Names

• Christopher James Mcfarland
• Christopher J Mcfarland