Michael James Whitmore

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

• 05/2015 → 01/2022
  The Retirement Solution Inc.
  Redmond, WA
• 01/2009 → 07/2017
  Fresh Consulting
  Redmond, WA
• 05/2015 → 12/2017
  Retirement Income Solutions Inc.
  Redmond, WA
• 07/2017 → 12/2019
  Velvet Media
  Denver, CO
• 07/2020 → Present
  Tech9
  Drapper, UT
• 02/2022 → 01/2023
  Brookstone Capital Management
  Wheaton, IL
• 01/2023 → Present
  Farther Finance Advisors
  Englewood, CO

Previous Registrations

• 2022-02-02 → 2023-01-09
  Brookstone Capital Management Llc
  Englewood, CO
  Wheaton, IL
• 2015-11-09 → 2022-01-26
  The Retirement Solution Llc
  Redmond, WA
  Denver, CO
  Greenwood, CO

Other Businesses

1) Advisory Board President; Tech9; Investment Related: No; Location: 84020; Description of the business: Outsourced Software Development, Software Engineering, Architecture, Management, and Development; Responsibilities Duties: Serving as an external resource in building and directing their for-profit advisory board.; Start date with business: 2020-07-31; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 5; 2) Independent insurance agent, 06/2015, non-investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-06