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Brie Anne Valant

Farther

San Francisco, CA

Vancouver, WA

Lake Oswego, OR

CRD 5425193

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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

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-29
WA RA APPROVED 2022-07-20
  • OR RA
    APPROVED
    Since 2025-01-29
  • WA RA
    APPROVED
    Since 2022-07-20

Branch Locations

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

Vancouver, WA • United States

155 B Ave. Suite 100, Lake Oswego, OR 97034 • 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
OrganizationCityStateFromTo
Cairn Investment Group Portland OR 03/2015 01/2017
Newfocus Financial Group Vancouver WA 01/2017 01/2020
Wealthfactor Llc Lake Oswego OR 12/2020 06/2022
Farther Finance Advisors, Llc Vancouver WA 07/2022 Present
Unemployed Vancouver WA 02/2020 11/2020
  • 03/2015 → 01/2017
    Cairn Investment Group
    Portland, OR
  • 01/2017 → 01/2020
    Newfocus Financial Group
    Vancouver, WA
  • 12/2020 → 06/2022
    Wealthfactor Llc
    Lake Oswego, OR
  • 07/2022 → Present
    Farther Finance Advisors, Llc
    Vancouver, WA
  • 02/2020 → 11/2020
    Unemployed
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-13
  • S65 Uniform Investment Adviser Law Examination
    2022-01-13

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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