SS
Scott M. Svoboda
FARTHER
Hoffman Estates, IL 60192
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CRD#: 6785616
SS
Scott M. SvobodaFARTHER
Professional summary
Scott M. Svoboda is a registered financial advisor currently at FARTHER located in Hoffman Estates, Illinois.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Scott has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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) October 2015 - Svoboda Financial Group, Inc.; 1360 N. Lyle Avenue, Elgin, IL 60123; Investment Related; Independent Insurance Agency; President; 100 hours / month, (50 hours / month during trading hours); Duties: Life and Health Licensed Insurance Agent with focus on Fixed Annuities, Medicare Supplements, Life Insurance, Long Term Care (2) March 2022 - Svoboda Wealth Management, Inc.; President; 1360 N. Lyle Avenue, Elgin, IL 60123; Non- Investment Related; Business Name for Advising Income for DBA Tru Financial Strategies Tax purposes only
CRS (Client Relationship Summary) - RIA
Click below to view Scott M. Svoboda'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
April 2, 2026 - Present
FARTHER
Office #1: 5400 Prairie Stone Parkway, Hoffman Estates, IL 60192RIA
CRD#: 302050
Hoffman Estates, IL
Past
April 20, 2017 - April 2, 2026
ROYAL FUND MANAGEMENT, LLC
RIA
CRD#: 144434
Hoffman Estates, 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
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT
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
Illinois(4/2/2026)
IAR
Texas(4/6/2026)
Exams
What does exam status mean?
State Security Law Exam
Current Firm
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)Loading...
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
571
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 44,421 |
| AUM (Assets Under Management) | $ 16,010,112,152 |
Red Flags
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Company Information
FARTHER
CRD#: 302050Hoffman Estates, IL 60192TRUST BUT VERIFY
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