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Coleman A Zwanzig

Investment adviser representative at Farther
15 yearsExperience
1 stateRegistered in
$16BFirm assets
7 yearsFirm 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 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

15 years in the industry.

  1. FartherAug 2025 to now
  2. Mossy Creek WealthMar 2024 to Aug 2025
  3. Byerly Wealth ManagementJan 2022 to Mar 2024
  4. UnemployedNov 2021 to Jan 2022
  5. College for Financial PlanningOct 2020 to Nov 2021
  6. Idm TruckingJul 2018 to Oct 2020
  7. Eagle Express LinesDec 2017 to Jun 2018
  8. UnemployedOct 2017 to Dec 2017
  9. CorningApr 2017 to Oct 2017
  10. United States Marine CorpsNov 2011 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
7564440
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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