Ryan David Koenig

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

• 11/2013 → 11/2018
  Personal Capital Advisors
  Denver, CO
• 12/2018 → 02/2020
  Apex Clearing
  Dallas, TX
• 03/2020 → Present
  Farther Finance Advisors, Llc
  Buffalo, NY

Previous Registrations

• 2013-11-13 → 2018-11-19
  Personal Capital Advisors Corporation
  Denver, CO
• 2012-10-31 → 2013-11-01
  National Planning Corporation
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-05
• S63 Uniform Securities Agent State Law Examination
  2012-04-25

Other Names

• Ryan Koenig
• Ryan D Koenig