Steven Carl Schoenberger

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

• 08/2015 → 05/2021
  Affiance Financial
  Minneapolis, MN
• 05/2021 → Present
  Open Door Financial
  Minneapolis, MN
• 12/2024 → Present
  Farther Finance Advisors
  Minneapolis, MN

Previous Registrations

• 2021-08-02 → 2025-03-22
  Open Door Financial
  Minneapolis, MN
• 2016-07-21 → 2021-05-05
  Affiance Financial Llc
  St. Louis Park, MN
• 2019-07-10 → 2021-05-04
  Private Client Services, Llc
  St. Louis Park, MN
  New Albany, IN
  Appleton, WI
• 2016-06-10 → 2017-05-16
  Cetera Wealth Services, Llc
  St Louis Park, MN

Other Businesses

NAME OF OTHER BUSINESS: MEDINA COMPANIES LLC INVESTMENT RELATED: NO ADDRESS: 13785 WOOD LANE, MINNETONKA, MN 55305 NATURE OF BUSINESS: REAL ESTATE INVESTMENT START DATE: 1990 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: PASSIVE REAL ESTATE INVESTMENT

Exams

• S66 Uniform Combined State Law Examination
  2016-06-09

Designations

• Certified Financial Planner