Kevin Peter Roche
Investment adviser representative at Farther
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- FartherJan 2025 to now
- Farther Finance AdvisorsFeb 2024 to now
- TIAAOct 2018 to Feb 2024
- TIAA-CREF Individual & Institutional Services, LLCOct 2018 to Feb 2024
- Pruco Securities, LLCAug 2018 to Sep 2018
- 24 Hour Fitness Inc.Jan 2018 to Sep 2018
- UnemployedAug 2017 to Dec 2017
- Wrapmanager, Inc.May 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 yearsIn 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
- 5279663
- Firm CRD
- 302050