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Devin James Harrigan

CFP®
FARTHER
Bend, OR
·CRD# 4260949·23 years experience

Professional Summary

Devin James Harrigan, CFP® is a registered financial advisor currently at FARTHER located in Bend, Oregon. Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Devin has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2009

Years of Experience

23 years in the financial services industry

Current & Past Employments

FARTHER·CRD# 302050
RIA
395 Sw Bluff Dr. Suite 200, Bend, OR 97702
December 3, 2025 - Present
ASCENT CAPITAL·CRD# 131423
RIA
Bend, OR
November 16, 2004 - January 29, 2026

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Current Firm

FA
FARTHER

BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT

CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - SEC (7/19/2019 Approved)

Contact Information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Phone Number

(628) 246-8004

# of Employees

571

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

44,421

AUM (Assets Under Management)

$16,010,112,152

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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.

HARRIGAN PRICE FRONK & CO., NON INVESTMENT RELATED, 975 SW COLORADO, SUITE 200 BEND, OR 97702, CERTIFIED PUBLIC ACCOUNTANT, STAFF ACCOUNTANT, OVERLAPPING OWNERSHIP, REFER CLIENTS, 07/2001, 20 HOURS PER MONTH, 0 HOURS, ASSIST WITH TAX PREPARATION AND BUSINESS VALUATIONS.

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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

BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT

CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Oregon
(12/3/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2003About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Devin James Harrigan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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