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Kerrie Jeanne Debbs

Farther

Apex, NC

San Francisco, CA

CRD 2093825

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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
NC RA APPROVED 2025-10-01
TX RA APPROVED 2025-10-01
  • NC RA
    APPROVED
    Since 2025-10-01
  • TX RA
    APPROVED
    Since 2025-10-01

Branch Locations

Apex, NC • 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
Main Street Financial Solutions, Llc Apex NC 07/2012 10/2025
Farther Apex NC 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-10
S63 Uniform Securities Agent State Law Examination 1996-10-28
  • S66 Uniform Combined State Law Examination
    2006-02-10
  • S63 Uniform Securities Agent State Law Examination
    1996-10-28
Designations
  • Certified Financial Planner
Other Names
  • Kerrie J Wagner
  • Kerrie Jeanne Wagner

View on SEC IAPD

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