Martha J. Wilcoxson

FARTHER

Pueblo, CO

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CRD#: 2504541

Professional summary

Martha Jeanne Wilcoxson, CFP®, who also goes by Martha J Morse, Martha J Wilcoxson, is a registered financial advisor currently at FARTHER located in Pueblo, Colorado.

Martha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Martha has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Budgeting

Estate Planning

Comprehensive Financial Planni...

Education Planning

Business Succession Planning

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Martha J Morse | Martha J Wilcoxson

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.

Name of other business: Colorado State University, Pueblo; Is business Investment related: No; Address of other business: 2200 Bonforte Blvd., Pueblo, CO 81001; Your position: Professor Business Ethics; Start date of relationship: January 2021; Approx. # of hours /month devote to other business: 30; Number of hours devoted to other business during securities trading hours: 5; Briefly describe duties: Lecturer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha Jeanne Wilcoxson'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

June 26, 2025 - Present

FARTHER

RIA

CRD#: 302050

Pueblo, CO

Past

August 12, 2000 - June 24, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

PUEBLO, CO

Past

July 31, 2000 - June 24, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

PUEBLO, CO

Past

October 14, 1999 - July 12, 2019

MARTHA JEANNE WILCOXSON REGISTERED INVESTMENT ADVISOR

RIA

CRD#: 113112

PUEBLO, CO

Past

December 20, 1996 - July 28, 2000

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

August 12, 1994 - December 23, 1996

DAIN RAUSCHER INCORPORATED

CRD#: 7600

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
(6/26/2025)

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

IAR

Series 65

Date: 8/19/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/7/2000

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Martha J. Wilcoxson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha Jeanne Wilcoxson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MARTHA JEANNE WILCOXSON REGISTERED INVESTMENT ADVISOR

LPL FINANCIAL LLC

DAIN RAUSCHER INCORPORATED

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/1994

Series 63

Date: 8/5/1994

SIE

Date: 10/1/2018

Series 7

Date: 7/20/1994

Series 24

Date: 3/7/2000

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

Contact information

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