Nathan W. Brown
FARTHER
Beaverton, OR
CRD#: 6688232
Professional summary
Nathan William Dean Brown, CFP®, ChFC®, CLU®, who also goes by Nathan Brown, is a registered financial advisor currently at FARTHER located in Beaverton, Oregon.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nathan has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathan Brown
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. Name of other business: End Gov't Tips; Is business Investment related: No; Address of other business: Beaverton, OR 97007; Your position: Founder; Responsibilities Duties: Content creation, marketing, servicing of clients; Start date of relationship: 04-30-2023; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 5; Briefly describe duties: A separate entity from MyPersonal CFO that primarily creates and publishes financial, tax and advisory education and information to consumers; 2. Name of other business: Synergy India Ventures; Is business Investment related: No; Address of other business: 511 SW 10th Ave, Suite 1108, Portland, OR 97205; Your position: CFO; Responsibilities Duties: Financial Forecasts, Financial Advice; Start date of relationship: 08/2023; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 5; Briefly describe duties: Business Consultant; 3. Name of other business: Nathan Brown & Associates, LLC Is business Investment related: Yes; Address of other business: 155 B Ave, Suite 100, Lake Oswego, OR 97034; Your position: Founder; Responsibilities Duties: Business & Tax Consulting; Start date of relationship: 10/2025; Approx. # of hours /month devote to other business: 40; Number of hours devoted to other business during securities trading hours: 5; Briefly describe duties: Business and investment consulting;
CRS (Client Relationship Summary) - RIA
Click below to view Nathan William Dean Brown'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: 2020
Experience
Current
July 22, 2024 - Present
FARTHER
RIA
CRD#: 302050
Beaverton, OR
Past
April 20, 2021 - July 12, 2024
MY PERSONAL CFO, LLC
RIA
CRD#: 299424
VANCOUVER, WA
Past
December 14, 2020 - April 9, 2021
KIMSA ASSET MANAGEMENT LLC
RIA
CRD#: 309964
PORTLAND, OR
Past
June 7, 2017 - December 9, 2020
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
PORTLAND, OR
Past
June 7, 2017 - December 9, 2020
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
PORTLAND, OR
Past
December 5, 2016 - June 2, 2017
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
LAKE OSWEGO, OR
Past
August 19, 2016 - June 2, 2017
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
LAKE OSWEGO, OR
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
Oregon(7/25/2024)
IAR
Texas(7/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/3/2022
General Securities Representative ExaminationGeneral 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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Check for any disclosures as part of your thorough research when choosing an advisor.
