NateBosek- Financial Advisor Sartell, MN

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About Nate Bosek

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

Years of Experience in Financial Services

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.paladinregistry.com/disclosure/1892605/paladinregistry-Farther-Finance,-LLC-detailed-disclosure.html

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Nate Bosek

Farther Finance, LLC