Aaron Stephen Farnsley

Employer firm

Farnsley Wealth Management, LLC CRD 125538

$72.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  Farnsley Wealth Management
  Port St. Joe, FL
• 04/2003 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Port St. Joe, FL

Other Businesses

1) Farnsley Wealth Management,LLC;INVESTMENT RELATED; 202 MARINA DRIVE, SUITE 302,PORT ST. JOE,FL 32456;REGISTERED INVESTMENT ADVISOR;OWNER AND CHIEF COMPLIANCE OFFICER;2001;APPROXIMATELY 80 HOURS/MONTH;INVESTMENT ADVISOR REPRESENTATIVE 2) INSURANCE;NOT INVESTMENT RELATED;202 MARINA DRIVE, SUITE 302,PORT ST. JOE,FL 32456;INSURANCE;AGENT;1993;LESS THAN 5 HRS/MONTH;LESS THAN 1 HR DURING TRADING;INSURANCE AGENT 3) Aaron & Diann Farnsley;not investment related;505 Reid Ave,Port St Joe,FL 32456;sole proprietorship;owner;6/1/2021;5 hrs/month;0 hrs during trading;rental property subcontracted through a property management company 4) MAGNOLIA COTTAGE - VRBO RENTAL POSITION: Owner NATURE: VRBO Rental INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1998 ADDRESS: 505 Reid Avenue, Port Saint Joe FL 32456, United States DESCRIPTION: Own property. Daily management turned over to property manager. 5) FARNSLEY WEALTH MANAGEMENT, LLC POSITION: Investment Advisor NATURE: Independent RIA solely using Osaic's platform with National Financial Services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 01/01/2003 ADDRESS: 202 Marina Drive, Suite 302, Port St Joe FL 32456, United States DESCRIPTION: Independent RIA that solely uses Osaic's platform with National Financial Services. 6) AARON FARNSLEY POSITION: Insurance Agent NATURE: Group Long Term Disability policy. One group with Legal Services of North Florida and placed with Standard insurance. Policy has been in force for 20+ years. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 202 Marina Drive, Suite 302, Port St Joe FL 32456, United States DESCRIPTION: Originally placed policy. Now agent of record.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-07
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant