Brian D. Lahue

FARTHER

Corydon, IN 47112

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CRD#: 5258975

Professional summary

Brian Deen Lahue, CFP®, who also goes by Brian D Lahue, is a registered financial advisor currently at FARTHER located in Corydon, Indiana.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brian has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian D Lahue

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. Board Member, Harrison County Arts; Located at 113 E. Beaver St. Corydon, IN 47112 as of 2023; 0% time spent during business hours; Finance Committee Member, Help advise on financial matters; N on-Investment related. 2. High School Boys Track & Field Coach, Corydon Central High School; coaching track and field at high school and receiving an annual stipend. Located at 375 Country Club Rd, Corydon, IN 47112 as of 03/2017 Approximately 10% time spent during business hours; Not Conducted at branch location; Not Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Deen Lahue'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

August 15, 2025 - Present

FARTHER

Office #1: 208 E. Chestnut St., Corydon, IN 47112

RIA

CRD#: 302050

Corydon, IN

Past

September 21, 2022 - August 11, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Corydon, IN

Past

September 21, 2022 - August 11, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Corydon, IN

Past

November 29, 2017 - September 29, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

CORYDON, IN

Past

November 29, 2017 - September 29, 2022

LPL FINANCIAL LLC

CRD#: 6413

CORYDON, IN

Past

August 26, 2013 - December 6, 2017

INVESTMENT CENTERS OF AMERICA, INC.

RIA

CRD#: 16443

CORYDON, IN

Past

August 26, 2013 - November 29, 2017

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

CORYDON, IN

Past

March 10, 2011 - August 28, 2013

LINCOLN INVESTMENT

RIA

CRD#: 519

CORYDON, IN

Past

March 10, 2011 - August 28, 2013

LINCOLN INVESTMENT

CRD#: 519

CORYDON, IN

Past

November 5, 2009 - February 22, 2011

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

LOUISVILLE, KY

Past

November 4, 2009 - February 22, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LOUISVILLE, KY

Past

May 28, 2008 - October 30, 2009

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

CORYDON, IN

Past

January 1, 2007 - October 30, 2009

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CORYDON, 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".

FARTHER

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

Indiana
(8/15/2025)

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

State Security Law Exam

IAR

Series 66

Date: 5/21/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/5/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/22/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FARTHER

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
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.

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Advisor Monitoring

Firm Stability Insights

Brian D. Lahue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Deen Lahue's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVESTMENT CENTERS OF AMERICA, INC.

INVESTMENT CENTERS OF AMERICA, INC.

LINCOLN INVESTMENT

LINCOLN INVESTMENT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2008

Series 63

Date: 1/5/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/3/2007

Series 6

Date: 12/22/2006

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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