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Farther CRD 302050
$16.0B regulatory AUM 450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| MN | RA | APPROVED | 2024-01-02 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
2150 3Rd Street Suite 2, White Bear Lake, MN 55110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piper Jaffray Inc. | Minneapolis | MN | 10/1995 | 09/2017 |
| Total Wealth Advisors, Llc | Hopkins | MN | 11/2017 | 01/2024 |
| Farther Finance Advisors | White Bear Lake | MN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-29 |
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