Edward B. Farmer

SOLUTIONS 4 WEALTH

Southlake, TX 76092

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CRD#: 4039259

Professional summary

Edward Blake Farmer, who also goes by Ed Farmer, Eddie Farmer, is a registered financial advisor currently at SOLUTIONS 4 WEALTH located in Southlake, Texas.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Edward has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ed Farmer | Eddie Farmer

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.

ADVANCED PLANNING INC; Insurance Agent; Start: 09/1997; SouthLake, TX;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Blake Farmer'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 11, 2007 - Present

SOLUTIONS 4 WEALTH

Office #1: 566 North Kimball Ave Suite 120, Southlake, TX 76092

RIA

CRD#: 143248

Southlake, TX

Past

January 3, 2006 - April 2, 2007

LPL FINANCIAL LLC

CRD#: 6413

GRAPEVINE, TX

Past

November 2, 1999 - December 31, 2005

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

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".

SOLUTIONS 4 WEALTH

SOLUTIONS 4 WEALTH | SOLUTIONS 4 WEALTH, LTD

CRD#: 143248 / SEC#: 801-121358

RIA

Registered Investment Advisory firm - (5/29/2021 Approved)

Florida

Registered Investment Advisory firm - (6/10/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (6/10/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/10/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(5/11/2007)

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: 7/29/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/1/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/5/2001

General Securities Principal Examination

Current Firm

SOLUTIONS 4 WEALTH

SOLUTIONS 4 WEALTH | SOLUTIONS 4 WEALTH, LTD

CRD#: 143248 / SEC#: 801-121358

RIA

Registered Investment Advisory firm - (5/29/2021 Approved)

Florida

Registered Investment Advisory firm - (6/10/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (6/10/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/10/2021 Terminated)

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Contact information

Main Address

566 North Kimball Ave Suite 120, Southlake, TX 76092

Mailing Address

Phone number

(817) 934-7010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOLUTIONS4WEALTH AMENDED ADV 2A (11/14/2025)

Regulatory assets under management

Total Number of Accounts	661
AUM (Assets Under Management)	$ 173,592,028

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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Advisor Monitoring

Firm Stability Insights

Edward B. Farmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Blake Farmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

OSAIC FS, INC.

Primary Firm SEC Registration

SOLUTIONS 4 WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 7/29/2007

Series 63

Date: 11/12/1999

Series 7

Date: 11/1/1999

Series 24

Date: 3/5/2001

Current Firm

SOLUTIONS 4 WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLUTIONS 4 WEALTH

TRUST BUT VERIFY

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