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RR

Ryan R. Roloff

FARTHER
Las Vegas, NV 89138
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CRD#: 4035200
RR

Professional summary


Ryan Randy Roloff, CFP®, ChFC®, CLU® is a registered financial advisor currently at FARTHER located in Las Vegas, Nevada.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ryan has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
1. Roloff Tax Services; not investment related; 1486 Marsh Bird St, Las Vegas, NV 89138; president; tax consulting and preparation; start date: 03/2023; 10 hours per month; 10 hours during securities trading hours. 2. Roloff Insurance Services; not investment related; 1486 Marsh Bird St, Las Vegas, NV 89138; President; fixed insurance sales; start date: 01/2018; 5 hours per month; 5 hours during securities trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan Randy Roloff'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®

Start date: 2004

Experience


Current

October 1, 2025 - Present

FARTHER

Office #1: 1486 Marsh Bird St, Las Vegas, NV 89138
RIA
CRD#: 302050
Las Vegas, NV
Past

September 27, 2021 - September 30, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Fresno, CA
Past

September 27, 2021 - December 31, 2021

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Fresno, CA
Past

November 1, 2017 - October 1, 2021

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
FRESNO, CA
Past

September 6, 2017 - October 1, 2021

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
FRESNO, CA
Past

May 29, 2013 - November 1, 2017

GIRARD SECURITIES, INC.

RIA
CRD#: 18697
FRESNO, CA
Past

May 29, 2013 - November 1, 2017

GIRARD SECURITIES, INC.

BD
CRD#: 18697
FRESNO, CA
Past

September 1, 2011 - May 28, 2013

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
CLOVIS, CA
Past

August 31, 2011 - May 10, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
CLOVIS, CA
Past

October 23, 2009 - September 2, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FRESNO, CA
Past

October 23, 2009 - September 2, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FRESNO, CA
Past

December 1, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
OAKHURST, CA
Past

December 1, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
OAKHURST, CA
Past

March 16, 2001 - December 6, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
FRESNO, CA
Past

November 21, 2000 - December 6, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
FRESNO, CA
Past

February 18, 2000 - August 18, 2000

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

October 8, 1999 - November 11, 1999

SIMMERS CAPITAL MANAGEMENT CORPORATION

BD
CRD#: 29960
PHOENIX, AZ

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
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

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
Nevada
(10/15/2025)
IAR
Texas
(10/1/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/1/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/1/2000
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

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)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

Regulatory assets under management


Total Number of Accounts24,245
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.

Company Information


FARTHER

CRD#: 302050Las Vegas, NV 89138

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