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VERIFIEDAllen L. Frederick
Farther Finance Advisors, LLC
14223 E Brookline Ct
Wichita, KS 67230
316-246-1001
Simple, Trusted, Advice --- Together, We'll Take Your Wealth Farther
About Farther Finance Advisors, LLC
Farther is the intelligent wealth management firm, combining powerful technology with premier advisors to accelerate financial freedom. The fastest-growing financial services firm in the country, Farther is home to top advisors and high-net-worth clients. For more information, visit farther.com.
See Disclosures
General Information
Firm Start Year
2019
No. of Employees
100-499
CRD#
2781863
Firm CRD#
302050
Name of Custodial Firm
Schwab, Fidelity, Pershing
States Licensed in
Kansas, Missouri
Years of Experience in Financial Services
25
Number of Years with Current Firm
1
Work Experience
25+ Years of comprehensive wealth management. My duty is to help you find solutions to your financial concerns.
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals
Services
Investment Types
Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 63, Series 65
Insurance and Annuity Licenses
Accident, Life, Health, Annuity, Long Term Care
Firm Information
Assets Managed by Firm
$13 Billion +
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Hourly, Flat Fee, Commissions
Additional Details on Charges
We will always be transparent and disclose any compensation accordingly.
Farther Finance, LLC charges a investment management fee based on your assets under management. Fees are negotiable and start at 1% and decrease as the assets under management increase based on the set fee schedule.
At times we may use the necessary insurance products to provide coverage/solutions for planning. These products may have commissions/fees involved.
Hourly and Flat fee arrangements can be discussed when necessary.
Education
- - Pre-Engineering
Truman State University
1987 -1988
- - Pre-Engineering, Business
University of Central Missouri
1988 -1994
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893303/retirementplanning-Farther-Finance-Advisors,-LLC-detailed-disclosure.html
Disclaimer
Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.