Steven Schoenberger is a CFP-designated registered investment advisor at Farther, based in Minneapolis, MN, with 9 years of industry experience. Steven 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
Minneapolis, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is involved in passive real estate investment through Medina Companies LLC since 1990. He dedicates minimal time to this activity.
Employment History
Current Registrations
Farther
Previous Registrations
Open Door Financial
Private Client Services, LLC
Private Client Services, LLCBroker
Affiance Financial LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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.