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Tyson R Lokke

Farther

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About Tyson R Lokke

Tyson Lokke is a financial advisor with Farther, a firm headquartered in San Francisco, CA. Tyson has been in the financial services industry since 2013 and has a strong track record of providing financial advice to individuals and businesses. Tyson holds the Series 7, Series 66, and SIE licenses, and is also a Certified Financial Planner. Tyson's primary focus is on providing financial planning and portfolio management services to individuals and businesses. Tyson specializes in providing financial advice on retirement planning, investment planning, and estate planning.

Firm Information

Tyson Lokke 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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Tyson Lokke’s Registration & Firm History

CA

10/09/2023 - Present

Farther (SAN FRANCISCO CA)

NV

07/01/2020 - 11/03/2023

GOLDMAN SACHS & CO. LLC (Las Vegas NV)

NV

10/23/2019 - 07/01/2020

CETERA ADVISOR NETWORKS LLC (LAS VEGAS NV)

NV

04/13/2015 - 10/23/2017

GIRARD SECURITIES, INC. (LAS VEGAS NV)

NV

05/07/2014 - 04/21/2015

METLIFE SECURITIES INC. (LAS VEGAS NV)

NV

03/13/2013 - 05/06/2014

AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 03/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyson R Lokke.
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