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Keith Brown Woomer

Farther

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About Keith Brown Woomer

Keith Woomer is an Investment Advisor Representative with Farther. Keith has been in the industry since 2018. Keith is registered in Florida. Keith is Series 63, Series 65, Series 7 and SIE licensed. Keith has experience working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Keith provides financial planning, portfolio management for individuals, pension consulting, and publication of periodicals.

Firm Information

Keith Woomer is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Woomer’s Registration & Firm History

FL

04/14/2023 - Present

Farther (St. Petersburg FL)

NY

07/31/2019 - 03/27/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

FL

06/11/2018 - 03/07/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tampa FL)

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Licenses & Designations

IA

Issued 01/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Brown Woomer.
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