Joseph David Casselman

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Periodicals / newsletters

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

Current Employers

Farther

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-28

TX RA
APPROVED

Since 2025-07-28

Branch Locations

Arlington, TX • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Casselman Financial Strategies	Arlington	TX	06/2011	12/2017
Waypoint Strategic Advisors	Arlington	TX	01/2018	Present
Farther	Arlington	TX	07/2025	Present

06/2011 → 12/2017

Casselman Financial Strategies

Arlington, TX
01/2018 → Present

Waypoint Strategic Advisors

Arlington, TX
07/2025 → Present

Farther

Arlington, TX

Previous Registrations

2019-05-14 → 2026-03-31

Waypoint Strategic Advisors

Summerville, SC

Arlington, TX
2011-06-06 → 2018-10-26

Casselman Financial Strategies

Arlington, TX
2003-11-04 → 2011-04-15

Park Avenue Securities Llc

Austin, TX

Austin, TX

Other Businesses

JOSEPH CASSELMAN LICENSED INSURANCE AGENT; INSURANCE PRODUCTS OR SERVICES; INVESTMENT RELATED; ARLINGTON, TX 12/2002; APPROXIMATELY 40 HOURS PER WEEK; APPROXIMATELY 10 HOURS PER WEEK DURING TRADING HOURS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-06-26

S66 Uniform Combined State Law Examination

2003-06-26

Designations

Chartered Financial Consultant

View on SEC IAPD