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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Brian Deen Lahue

Brian D. Lahue

FARTHER
Corydon, IN 47112
Some features on this profile are disabled
CRD#: 5258975
Brian Deen Lahue

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.
The advisor shows no other business activity.

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

BD
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

BD
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.

BD
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

BD
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.

BD
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.

BD
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".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/5/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/22/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 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#: 302050Corydon, IN 47112

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