Joshua Richard Volgarino

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

• 02/2013 → 03/2022
  Northwestern Mutual
  Dubuque, IA
• 03/2022 → 02/2025
  Carson Wealth
  Cedar Rapids, IA
• 02/2025 → Present
  Farther Finance Advisors
  Marion, IA

Previous Registrations

• 2023-06-29 → 2025-02-11
  Cetera Investment Advisers Llc
  Vinton, IA
  Cedar Rapids, IA
• 2022-03-03 → 2025-02-11
  Cwm, Llc
  Cedar Rapids, IA
  Omaha, NE
  Cedar Rapids, IA
• 2022-04-07 → 2023-06-29
  Cetera Wealth Services, Llc
  Vinton, IA
  Traer, IA
  Cedar Rapids, IA
• 2022-03-03 → 2022-03-04
  Cetera Wealth Services, Llc
  Cedar Rapids, IA

Other Businesses

NAME OF OTHER BUSINESS: VOLGARINO RENTAL LLC INVESTMENT RELATED: NO ADDRESS: DUBUQUE, IA 52003 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 11/2019 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BUY AND RENT OUT HOUSES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-01-16

Designations

• Certified Financial Planner

Other Names

• Josh Volgarino