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David Ryan Pagels

Farther

San Francisco, CA

Ashland, WI

CRD 3165115

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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:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-08-29
  • WI RA
    APPROVED
    Since 2025-08-29

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

623 Main Street E, Ashland, WI 54806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Financial Ashland WI 07/2002 07/2022
Commonwealth Financial Network Ashland MA 07/2022 08/2025
Thrivent Investment Management Ashland WI 07/2022 07/2022
Farther Ashland WI 08/2025 Present
  • 07/2002 → 07/2022
    Thrivent Financial
    Ashland, WI
  • 07/2022 → 08/2025
    Ashland, MA
  • 07/2022 → 07/2022
    Thrivent Investment Management
    Ashland, WI
  • 08/2025 → Present
    Ashland, WI
Previous Registrations
Other Businesses

1. Co-owner, B1B Pinball, LLC; operating and maintaining pinball machines; Located at 319 11th Ave East, Ashland, WI 54806; as of 03/01/2025; 2% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Owner, Fireside Financial Partners LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Ashland, WI 54806; as of 12/16/2024; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-28
S63 Uniform Securities Agent State Law Examination 1998-12-18
  • S66 Uniform Combined State Law Examination
    2006-11-28
  • S63 Uniform Securities Agent State Law Examination
    1998-12-18

View on SEC IAPD

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