Kirk A Matenaer

Current Employers

Farther

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-04-30

SC RA
APPROVED

Since 2025-04-30

Branch Locations

Johns Island, SC • United States

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

Organization	City	State	From	To
Capasso Planning Partners	Charleston	SC	10/2023	Present
Franklin & Associates	Charleston	SC	01/2012	10/2023
Farther	Johns Island	SC	04/2025	Present

10/2023 → Present

Capasso Planning Partners

Charleston, SC
01/2012 → 10/2023

Franklin & Associates

Charleston, SC
04/2025 → Present

Farther

Johns Island, SC

Previous Registrations

2023-12-01 → 2025-05-08

Capasso Planning Partners Llc

Charleston, SC
2024-07-16 → 2024-11-13

Summit Financial, Llc

Johns Island, SC

Other Businesses

Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Matenaer Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products