Martha Jeanne Wilcoxson

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

• 08/2000 → 06/2025
  Commonwealth Financial Network
  Pueblo, MA
• 06/2025 → Present
  Farther
  Pueblo, CO

Previous Registrations

• 2000-08-12 → 2025-06-24
  Commonwealth Financial Network
  Pueblo, CO
  Pueblo, CO
  Pueblo, CO
• 1999-10-14 → 2019-07-12
  Martha Jeanne Wilcoxson Registered Investment Advisor
  Pueblo, CO

Other Businesses

Name of other business: Colorado State University, Pueblo; Is business Investment related: No; Address of other business: 2200 Bonforte Blvd., Pueblo, CO 81001; Your position: Professor Business Ethics; Start date of relationship: January 2021; Approx. # of hours /month devote to other business: 30; Number of hours devoted to other business during securities trading hours: 5; Briefly describe duties: Lecturer.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-19
• S63 Uniform Securities Agent State Law Examination
  1994-08-05

Designations

• Certified Financial Planner

Other Names

• Martha Jeanne Wilcoxson
• Martha J Morse
• Martha J Wilcoxson