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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-08-29 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-18 |
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