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SF

Steven T. Farr

FORTITUDE ADVISORY GROUP L.L.C.
Warrensburg, MO
Some features on this profile are disabled
CRD#: 2572295
SF

Professional summary

Steven Theodore Farr, who also goes by Steven Theodore Farr, is a registered financial advisor currently at FORTITUDE ADVISORY GROUP L.L.C. located in Warrensburg, Missouri.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Steven has worked at 8 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 52 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven Theodore Farr

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 PASSPORT INC ADVERTISING OWNER RAISEWAY BOONVILLE, MO 65233 7/1/2012 OWNER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Theodore Farr'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 5, 2021 - Present

FORTITUDE ADVISORY GROUP L.L.C.

RIA
CRD#: 116083
Warrensburg, MO
Past

August 26, 2013 - March 15, 2021

EDWARD JONES

RIA
CRD#: 250
WARRENSBURG, MO
Past

August 2, 2013 - March 15, 2021

EDWARD JONES

BD
CRD#: 250
WARRENSBURG, MO
Past

October 12, 2005 - March 8, 2006

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
BOONVILLE, MO
Past

October 3, 2005 - March 8, 2006

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

September 20, 2004 - October 4, 2005

WALNUT STREET SECURITIES, INC.

RIA
CRD#: 15840
BOONVILLE, MO
Past

September 17, 2004 - October 4, 2005

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

July 7, 2003 - August 26, 2004

DOMINION INVESTOR SERVICES, INC.

BD
CRD#: 21548
MARBLE FALLS, TX
Past

May 17, 2001 - March 11, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

December 11, 1996 - October 6, 1998

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

January 7, 1995 - June 15, 1995

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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".
FA
FORTITUDE ADVISORY GROUP L.L.C.
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS

CRD#: 116083 / SEC#: 801-60827

RIA
Registered Investment Advisory firm - (1/4/2002 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
Missouri
(5/5/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/23/2013
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/31/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/12/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/2/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 12/28/1994
Municipal Securities Representative Examination

Current Firm

FA
FORTITUDE ADVISORY GROUP L.L.C.
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS

CRD#: 116083 / SEC#: 801-60827

RIA
Registered Investment Advisory firm - (1/4/2002 Approved)
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Contact information

Main Address
7195 Wagner Way Suite 104, Gig Harbor, WA 98335
Mailing Address
Phone number
(253) 470-4977
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORTITUDE ADVISORY GROUP BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts1,326
AUM (Assets Under Management)$ 416,903,117

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.

Company Information

FORTITUDE ADVISORY GROUP L.L.C.

CRD#: 116083Warrensburg, MO

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