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Rian Dana Waterman

Farther

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About Rian Dana Waterman

Rian Waterman is an investment advisor representative with Farther Finance Advisors, located in Davenport, IA. Rian has been in the financial services industry for over 17 years. They have a wide range of experience in financial planning, portfolio management, and investment advisory services. Rian is registered to provide investment advisory services in Iowa and Texas. Rian holds the Series 7, 63, and 65 licenses and has been employed by Farther Finance Advisors since April 2024.

Firm Information

Rian Waterman 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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Rian Waterman’s Registration & Firm History

IA

04/10/2024 - Present

Farther (DAVENPORT IA)

NY

12/23/2022 - 11/15/2023

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

IA

05/12/2006 - 01/03/2007

WELLS FARGO INVESTMENTS, LLC (BETTENDORF IA)

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Licenses & Designations

BC

Issued 12/21/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/17/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/19/2022

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rian Dana Waterman.
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