Kirk John Barrett
Investment adviser representative at Farther
17 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
17 years in the industry.
- FartherJun 2025 to now
- Silver Lake Capital Management LLCMay 2024 to Jun 2025
- Malleck Wealth Management LLCAug 2023 to May 2024
- Raymond James Financial Services Advisors, Inc.Aug 2023 to May 2024
- Raymond James Financial Services, Inc.Aug 2023 to May 2024
- Fisher InvestmentsApr 2022 to Jul 2023
- Avantax Advisory ServicesNov 2020 to Apr 2022
- Avantax Investment Services, Inc.May 2019 to Apr 2022
- 1st Global CapitalSep 2009 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5727148
- Firm CRD
- 302050