Cynthia G Farnsworth
Investment adviser representative at Atlatl Advisers
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$392.7MFirm 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
19 years in the industry.
- Atlatl Advisers, LLCFeb 2024 to now
- Ameriprise Financial Services, LLCOct 2019 to Feb 2024
- UBS Financial Services IncJan 2008 to Sep 2019
- UBS FinancialJul 2007 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, WI).
Atlatl Advisers
Legal name: Atlatl Advisers LLC
$392.7MAssets managed
274Clients
7Advisers
2 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
- 5389825
- Firm CRD
- 284036