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Todd Kitzens

Farther

Dallas, TX

San Francisco, CA

CRD 8122083

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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 2025-06-23
  • TX RA
    APPROVED
    Since 2025-06-23

Branch Locations

Dallas, TX • United States

345 California Street Suite 600, San Francisco, CA 94104 • 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
University Of Arizona Tucson AZ 08/2013 05/2017
Saatchi & Saatchi Dallas TX 08/2017 09/2018
Saatchi & Saatchi Dallas TX 09/2018 07/2021
Saatchi & Saatchi Dallas TX 07/2021 09/2022
Brp Us Inc. Plano TX 09/2022 05/2025
Farther Dallas TX 06/2023 Present
  • 08/2013 → 05/2017
    University Of Arizona
    Tucson, AZ
  • 08/2017 → 09/2018
    Saatchi & Saatchi
    Dallas, TX
  • 09/2018 → 07/2021
    Saatchi & Saatchi
    Dallas, TX
  • 07/2021 → 09/2022
    Saatchi & Saatchi
    Dallas, TX
  • 09/2022 → 05/2025
    Brp Us Inc.
    Plano, TX
  • 06/2023 → Present
    Farther
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-29
  • S65 Uniform Investment Adviser Law Examination
    2025-05-29

View on SEC IAPD

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