Curtis Steven Farrell

Employer firm

Financial Management Network Inc CRD 110454

$2.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 07/1985 → Present
  Csf Financial Services Inc.
  Mission Viejo, CA
• 06/1993 → Present
  Financial Management Network, Inc.
  Mission Viejo, CA
• 06/1995 → Present
  Fmn Capital Corporation
  Mission Viejo, CA

Other Businesses

1. SERVE AS SECRETARY FOR NON PROFIT WESTERN PENSION BENEFIT COUNCIL - ORANGE COUNTY CHAPTER- BOARD OF DIRECTORS 2. FMN CENTERPOINT LLC; OWNS COMMERICAL REAL ESTATE; CURTIS FARRELL OWNS 10% OF FMN CENTERPOINT LLC 3. FRIENDS OF THE SANTA ANA ZOO; BOARD OF DIRECTORS 4. APPOINTED AGENT OF VARIOUS INSURANCE COMPANIES CA INSURANCE LICENSE - LIFE/HEALTH/VARIABLE PRODUCTS 5. FMN Centerpointe West LLC- LLC created to purchase commercial real estate; minority owner- 10%

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-04-05

Designations

• Certified Financial Planner