Cynthia G. Farnsworth
ATLATL ADVISERS | Private Wealth Advisor
Madison, WI 53713
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CRD#: 5389825
Professional summary
Cynthia G Farnsworth, CFP®, who also goes by Cynthia Gay Farnsworth, Cynthia G Molstad, is a registered financial advisor currently at ATLATL ADVISERS located in Madison, Wisconsin.
Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Cynthia has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Divorce Planning
Insurance Planning
Investment Planning
Employee and Employer Plan Ben...
Estate Planning
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Cynthia Gay Farnsworth | Cynthia G Molstad
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.
Outside Employment; BEMER Group; Distributor; Carlsbad, CA 92011; Not Investment Related; March 2017; 0-9 hours per month; 0 during trading hours/ Mary Kay Cosmetics; Distributor; Addison, TX 75379; Not Investment Related; January 2001; 0-9 hours per month; 0 during trading hours. Board of Directors; Habitat for Humanity of Dane County; Land Committee Member; Madison, WI 53713; Not Investment Related; January 2017; 1-9 hours per month; 1-9 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia G Farnsworth'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
March 22, 2024 - Present
ATLATL ADVISERS
Office #1: 2921 Landmark Place Ste 501, Madison, WI 53713RIA
CRD#: 284036
Madison, WI
Past
October 1, 2019 - February 13, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Middleton, WI
Past
October 1, 2019 - February 13, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Middleton, WI
Past
September 27, 2007 - October 1, 2019
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
MADISON, WI
Past
September 5, 2007 - October 1, 2019
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
MADISON, WI
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".
AA
ATLATL ADVISERS
ATLATL ADVISERS | FEDENIA ASSOCIATES, LLC | FEDENIA ADVISERS LLC | ATLATL ADVISERS LLC
CRD#: 284036 / SEC#: 801-129418
RIA
Registered Investment Advisory firm - (2/9/2024 Approved)California
Registered Investment Advisory firm - (4/7/2024 Terminated)Iowa
Registered Investment Advisory firm - (3/8/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (3/8/2024 Terminated)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
Arizona(2/19/2025)
IAR
Wisconsin(3/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AA
ATLATL ADVISERS
ATLATL ADVISERS | FEDENIA ASSOCIATES, LLC | FEDENIA ADVISERS LLC | ATLATL ADVISERS LLC
CRD#: 284036 / SEC#: 801-129418
RIA
Registered Investment Advisory firm - (2/9/2024 Approved)California
Registered Investment Advisory firm - (4/7/2024 Terminated)Iowa
Registered Investment Advisory firm - (3/8/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (3/8/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2921 Landmark Place Ste 501, Madison, WI 53713
Mailing Address
Phone number
(608) 351-4500
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 234 |
| AUM (Assets Under Management) | $ 229,891,703 |
Red Flags
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Company Information
ATLATL ADVISERS
Private Wealth AdvisorCRD#: 284036Madison, WI 53713TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
