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Daniel Paul Kellar

Farther

San Francisco, CA

Columbia, MO

CRD 6999056

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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
TX RA APPROVED_RES 2024-04-02
MO RA APPROVED 2024-04-01
  • TX RA
    APPROVED_RES
    Since 2024-04-02
  • MO RA
    APPROVED
    Since 2024-04-01

Branch Locations

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

3610 Buttonwood Drive Suite 220, Columbia, MO 65201 • 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
Kia Of Columbia Columbia MO 07/2015 04/2018
Wr Wealth Partners Columbia MO 04/2018 04/2024
Farther Finance Advisors Columbia MO 04/2024 Present
  • 07/2015 → 04/2018
    Kia Of Columbia
    Columbia, MO
  • 04/2018 → 04/2024
    Wr Wealth Partners
    Columbia, MO
  • 04/2024 → Present
    Farther Finance Advisors
    Columbia, MO
Previous Registrations
  • 2020-05-07 → 2024-04-02
    Wr Wealth Planners Llc
    Columbia, MO
    Columbia, MO
  • 2018-10-24 → 2020-07-01
    V Wealth Advisors Llc
    Columbia, MO
    Overland Park, KS
Other Businesses

1. DK Pro Consulting LLC; Columbia, MO; Investment Related; Fixed Insurance sales; Insurance Agent/Owner; Approximately 4 hours per month spent; 1 hours during securities trading hours; Started 01/2021. 2. Keller Development; Not Investment Related; Partner; Property Management; Columbia, MO; 0 hours per month spent; 0 hour per month spent during securities trading hours; Started 01/2010.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-12
  • S65 Uniform Investment Adviser Law Examination
    2018-10-12
Other Names
  • Daniel Keller
  • Daniel Kellar

View on SEC IAPD

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