Louis B. Llanes

FARTHER

Austin, TX

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CRD#: 2027024

Professional summary

Louis Blyth Llanes, who also goes by Louie Llanes, is a registered financial advisor currently at FARTHER located in Austin, Texas.

Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Louis has worked at 12 firms and has passed the Series 63, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Louie Llanes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Blyth Llanes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 20, 2024 - Present

FARTHER

RIA

CRD#: 302050

Austin, TX

Past

October 23, 2013 - December 4, 2024

WEALTHNET INVESTMENTS, LLC

RIA

CRD#: 168929

CASTLE PINES, CO

Past

November 29, 2011 - March 18, 2014

CENTRIC INVESTMENT GROUP INC

RIA

CRD#: 114066

ENGLEWOOD, CO

Past

April 19, 2005 - April 25, 2007

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

GREENWOOD VILLAGE, CO

Past

April 12, 2005 - December 31, 2006

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

GREENWOOD VILLAGE, CO

Past

January 10, 2003 - May 30, 2003

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

ENGLEWOOD, CO

Past

December 12, 2002 - May 30, 2003

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

ENGLEWOOD, CO

Past

July 1, 1999 - January 14, 2003

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

January 1, 1999 - November 17, 2009

CENTRIC INVESTMENT GROUP INC

RIA

CRD#: 114066

ENGLEWOOD, CO

Past

June 23, 1998 - June 30, 1999

PENTAD SECURITIES, INC.

CRD#: 15161

SUN CITY, AZ

Past

October 21, 1994 - July 24, 1996

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

October 7, 1993 - October 26, 1994

PENTAD SECURITIES, INC.

CRD#: 15161

SUN CITY, AZ

Past

October 6, 1992 - October 8, 1993

TRADEWAY SECURITIES GROUP, INC.

CRD#: 29794

CARLSBAD, CA

Past

January 8, 1992 - October 15, 1992

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

April 30, 1990 - October 3, 1990

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 30, 1990 - October 3, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

January 24, 1990 - March 24, 1990

BLINDER, ROBINSON & CO., INC.

CRD#: 5096

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(5/20/2024)

IAR

Texas
(5/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/29/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 2/27/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/20/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/25/1999

General Securities Principal Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Louis B. Llanes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Blyth Llanes's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHNET INVESTMENTS, LLC

CENTRIC INVESTMENT GROUP INC

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

SENTRA SECURITIES CORPORATION

CENTRIC INVESTMENT GROUP INC

PENTAD SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

PENTAD SECURITIES, INC.

TRADEWAY SECURITIES GROUP, INC.

QUEST CAPITAL STRATEGIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

BLINDER, ROBINSON & CO., INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 63

Date: 1/29/1990

Series 3

Date: 2/27/2013

Series 7

Date: 1/20/1990

Series 24

Date: 9/25/1999

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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