KG
Kenneth W. Green
FARTHER
Bartlesville, OK 74003
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CRD#: 4372317
KG
Kenneth Wayne GreenFARTHER
Professional summary
Kenneth Wayne Green, CFP® is a registered financial advisor currently at FARTHER located in Bartlesville, Oklahoma.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kenneth has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Always Fiduciary
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.
FIRST INVESTMENT CORPORATION, RIA, FINANCIAL PLANNING FIRM, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK 74003, 30-40 HOURS/WK; INDEPENDENT INSURANCE AGENT, 04/21/2003, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK 74003, 0-10 HOURS A MONTH, 1 TO 2 HOURS DURING TRADING HOURS; T2T, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD., BARTLESVILLE, OK 74006, REAL ESTATE/RENTALS, 07/10/2009, 2-10 HOURS A MONTH, 0 HOURS DURING TRADING HOURS; T2T HOME, LLC, NOT INVESTMENT RELATED, 1049 NE WASHINGTON BLVD., BARTLESVILLE, OK 74006, REAL ESTATE/RENTALS, 09/23/2021, 2-10 HOURS A MONTH, 0 HOURS DURING TRADING HOURS;CO-TTEE OF THE CHERYL A GREEN REVOCABLE TRUST, DTD 05/05/05, WHICH IS A MINORITY SHAREHOLDER OF DOMINION FINANCIAL SERVICES, INC. (DFS), MINORITY OWNER, AS OF 12/31/2011; TAP OUTSOURCING LLC, 10/2020, BOOKKEEPING & ACCOUNTING, 307 SE FRANK PHILLIPS BLVD, BARTLESVILLE OK 74003, 0-5 HOURS A MONTH, 1-2 HOURS DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Wayne Green's 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: 2013
Experience
Current
May 7, 2026 - Present
FARTHER
Office #1: 307 Se Frank Phillips Blvd, Bartlesville, OK 74003RIA
CRD#: 302050
Bartlesville, OK
Past
June 29, 2023 - May 19, 2026
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
Bartlesville, OK
Past
March 13, 2002 - August 31, 2026
FIRST INVESTMENT CORPORATION
RIA
CRD#: 110972
BARTLESVILLE, OK
Past
September 18, 2001 - July 20, 2023
DOMINION INVESTOR SERVICES, INC.
BD
CRD#: 21548
BARTLESVILLE, OK
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 - (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
Oklahoma(5/7/2026)
IAR
Texas(5/7/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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 - (7/19/2019 Approved)Loading...
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
571
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 44,421 |
| AUM (Assets Under Management) | $ 16,010,112,152 |
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.
