CF
CFP
CF
CFP

Cynthia G Farnsworth

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingDivorce PlanningInsurance PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
234 clients
Average Client Portfolio
$982K average
Assets Under Management
$229.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

2921 Landmark Place, Ste 501, Madison, WI, 53713

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Atlatl Advisers
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
October 2019 - February 2024 · 4 yrs 4 mos
Ameriprise Financial Services, LLC
October 2019 - February 2024 · 4 yrs 4 mos
UBS Financial Services INC.
September 2007 - October 2019 · 12 yrs 1 mo
UBS Financial Services INC.Broker
September 2007 - October 2019 · 12 yrs 1 mo
State Registrations2 states
AZWI
Advisor
Exams
No exam information available for this advisor.