Ryan
Koenig
Farther
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About this Advisor
Ryan Koenig is a financial advisor working out of San Francisco, California, with 2 years of relevant experience. Koenig is currently employed by Farther. During their career, the advisor has held roles at Trilogy Financial Services, National Planning Corporation, Personal Capital Advisors, Apex Clearing and Farther Finance Advisors, LLC. Koenig holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Farther is an advisory firm that has its headquarters in San Francisco, CA. The firm has offices in 41 locations and a total of 78 advisors. It oversees $676 million in assets between its 3,603 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 3,603 customer accounts, just 13% are associated with high-net-worth individuals who have at least $1 million in assets. Farther performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types charged by Farther typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$675,735,981
78
3,603
$187,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Ryan Koenig Work History
Ryan has been registered as a financial advisor for 2 years.*
Farther Finance Advisors, LLC
Apex Clearing
Personal Capital Advisors
Trilogy Financial Services
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Koenig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Farther
Reno, NV
Wilton, CT
Moraga, CA
East Hanover, NJ
San Francisco, CA
Atlantic Beach, FL
Brooklyn, NY
San Francisco, CA
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