PK
Philip C. Kreznor
FARTHER
West Des Moines, IA 50266-5889
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CRD#: 5540173
PK
Professional summary
Philip Charles Kreznor is a registered financial advisor currently at FARTHER located in West Des Moines, Iowa.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Philip has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
Name of other business: VWM Tax Advisors, PLC; Is business Investment related: No; Address of other business: 6150 Village View Drive, Ste. 101, West Des Moines, IA 50266; Nature of other business: Income Tax Return preparation and filing; Your position: Tax Return Preparer; Start date of relationship: 1/1/2025; Approx. # of hours /month devote to other business: 15; Number of hours devoted to other business during securities trading hours: 13; Briefly describe duties: Income Tax Return preparation and filing. Name of other business: Ron Zerk Management Services, LLC; Is business Investment related: No; Address of other business: Des Moines, IA 50309; Nature of other business: Professional Services; Your position: Principal owner; Start date of relationship: 7/28/2025; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: all operations and management.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Charles Kreznor'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®
NoneExperience
Current
December 12, 2025 - Present
FARTHER
Office #1: 6150 Village View Drive Suite 101, West Des Moines, IA 50266-5889RIA
CRD#: 302050
West Des Moines, IA
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
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
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
Iowa(12/12/2025)
Exams
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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Company Information
FARTHER
CRD#: 302050West Des Moines, IA 50266-5889TRUST BUT VERIFY
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