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Brian Timothy Farris

Investment adviser representative at Financial Design Group, LLC
15 yearsExperience
3 statesRegistered in
$113.4MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Financial Design Group, LLCJun 2021 to now
  2. Cetera Advisors LLCFeb 2011 to Jul 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997

State registrations

Registered as an investment adviser representative in 3 states (IA, NE, TX).

Financial Design Group, LLC

$113.4MAssets managed
210Clients
2Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2946903
Firm CRD
316103
Advisor's SEC record (opens in a new tab)
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