Nate Bosek
Farther
2701 Troop Dr
Sartell, MN 56377
3202722551
About Farther
Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture Partners, Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital and most recently Google's Venture capital arm (CapitalG), Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
See Disclosures
General Information
Firm Start Year
2019
No. of Employees
100-499
CRD#
5877081
Firm CRD#
302050
Insurance License#
MN Life & Health (LTC)
Name of Broker/Dealer
Farther
Name of Custodial Firm
Schwab
States Licensed in
MN
Years of Experience in Financial Services
13
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66
Insurance and Annuity Licenses
Disability, Annuity, Health, Life, Long Term Care
Firm Information
Assets Managed by Firm
Over $4 billion
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100k+
Compensation Methods
Flat Fee, Based on Assets
Disclosures
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.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892605/rothira-Farther-detailed-disclosure.html