Philip Charles Kreznor

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:

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

Current Employers

Employment History

• 05/2010 → Present
  Value Wealth Management, Llc
  West Des Moines, IA
• 12/2025 → Present
  Farther
  West Des Moines, IA

Other Businesses

Name of other business: VWM Tax Advisors, PLC; Is business Investment related: No; Address of other business: 6150 Village View Drive, Ste. 101, West Des Moines, IA 50266; Nature of other business: Income Tax Return preparation and filing; Your position: Tax Return Preparer; Start date of relationship: 1/1/2025; Approx. # of hours /month devote to other business: 15; Number of hours devoted to other business during securities trading hours: 13; Briefly describe duties: Income Tax Return preparation and filing. Name of other business: Ron Zerk Management Services, LLC; Is business Investment related: No; Address of other business: Des Moines, IA 50309; Nature of other business: Professional Services; Your position: Principal owner; Start date of relationship: 7/28/2025; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: all operations and management.

Designations

• Certified Financial Planner