BB
Barry D. Bigelow
FARTHER
Duluth, MN 55804
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CRD#: 6032869
BB
Professional summary
Barry David Bigelow is a registered financial advisor currently at FARTHER located in Duluth, Minnesota.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Barry has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
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.
1. KNIGHTS OF COLUMBUS LOCAL CHAPTER 1649; NON INVESTMENT RELATED; 2923 E 4TH AVENUE, HIBBING, MN 55746; CHARITABLE ORGANIZATION; OFFICER; 10/1/2011; 10 HRS/MO, 0 DURING TRADING HRS; ATTEND MEETINGS, HELP MAKE CHARITABLE DISTRIBUTION DESISIONS AND BE INVOLVED IN FUNDRASING EVENTS. 2. knights of columbus local chapter 3238; non investment related; 231 E Camp St, Ely, MN 55731; financial support of the Church; Officer/Director (includes sitting on Board of Directors)/0%; 07/15/2016; 4hr/mo 0hr/mo; Review bank statements, Pay bills/Co-Signor on checking account, direct meetings. delegate responsibilities within fundraising activities, and participation in fundraising activities. 3. Name of Other Business: Great Waters Financial Investment Related: Yes Address: 4100 Lexington Ave N, Suite 100, Shoreview, MN 55126 Nature of Business: Finance Education Position: Trainer Start Date: 4/1/2018 Approx # of Hours/Month: 4 4. Name of Other Business: Great Waters Financial Investment Related: Yes Address: 4100 Lexington Ave N, Suite 100, Shoreview, MN 55126 Nature of Business: Insurance Position: Agent Start Date: 2/2012 Brief Description of duties: Provides financial education via seminars
CRS (Client Relationship Summary) - RIA
Click below to view Barry David Bigelow'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
January 14, 2025 - Present
FARTHER
Office #1: 324 W. Superior St., Duluth, MN 55804RIA
CRD#: 302050
Duluth, MN
Past
April 6, 2022 - January 16, 2025
GREAT WATERS FINANCIAL
RIA
CRD#: 308215
Duluth, MN
Past
June 1, 2017 - April 28, 2022
ADVISORNET WEALTH PARTNERS
RIA
CRD#: 113074
Duluth, MN
Past
April 6, 2012 - March 7, 2017
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
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
Minnesota(1/14/2025)
IAR
Texas(1/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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#: 302050Duluth, MN 55804TRUST BUT VERIFY
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