Steven C. Schoenberger

FARTHER

Minneapolis, MN

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CRD#: 6557550

Professional summary

Steven Carl Schoenberger, CFP® is a registered financial advisor currently at FARTHER located in Minneapolis, Minnesota.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Steven has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.

NAME OF OTHER BUSINESS: MEDINA COMPANIES LLC INVESTMENT RELATED: NO ADDRESS: 13785 WOOD LANE, MINNETONKA, MN 55305 NATURE OF BUSINESS: REAL ESTATE INVESTMENT START DATE: 1990 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: PASSIVE REAL ESTATE INVESTMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Carl Schoenberger'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

Experience

Current

December 17, 2024 - Present

FARTHER

RIA

CRD#: 302050

Minneapolis, MN

Past

August 2, 2021 - March 22, 2025

OPEN DOOR FINANCIAL

RIA

CRD#: 315046

MINNEAPOLIS, MN

Past

July 10, 2019 - May 4, 2021

PRIVATE CLIENT SERVICES, LLC

RIA

CRD#: 120222

St. Louis Park, MN

Past

May 15, 2017 - May 4, 2021

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

St. Louis Park, MN

Past

July 21, 2016 - May 5, 2021

AFFIANCE FINANCIAL LLC

RIA

CRD#: 113200

ST. LOUIS PARK, MN

Past

June 10, 2016 - May 16, 2017

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

ST LOUIS PARK, MN

Past

April 15, 2016 - May 16, 2017

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ST LOUIS PARK, MN

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

Minnesota
(12/17/2024)

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: 6/9/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/15/2016

General Securities 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

Steven C. Schoenberger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Carl Schoenberger's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPEN DOOR FINANCIAL

PRIVATE CLIENT SERVICES, LLC

PRIVATE CLIENT SERVICES, LLC

AFFIANCE FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 6/9/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/15/2016

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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