Rian Waterman is a registered investment advisor at Farther, based in Davenport, IA, with 8 years of industry experience. Rian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Davenport, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rian serves as a trustee for the Mary H Waterman Children's Trust, a family trust, since January 2022. This involves minimal time each month to determine the amount and timing of discretionary distributions.
Employment History
Current Registrations
Farther
Previous Registrations
Goldman Sachs & CO. LLCBroker
United Capital Financial Advisors
Irongate International, L.L.C.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.