Mack Farley (CRD# 6773727) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Plymouth, MN and has over 6 years of experience in the finance industry. Mack Farley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1506077
Abens Financial Services Inc.
CRD# 6049600
Abens Financial Services Inc.
CRD# 2773901
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Plymouth, MN | Nov 2018 - Current | 5 |
| Kestra Investment Services, LLC | Plymouth, MN | Jul 2018 - Current | 5 |
| Ameriprise Financial Advisors Inc. | Edina, MN | Apr 2018 - May 2018 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Oct 2017 - Apr 2018 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2017 - Apr 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | Mendota Hts, MN | Jun 2017 - Apr 2018 | < 1 |
| Student | Collegeville, MN | Aug 2013 - May 2017 | 3 |
| College Of Saint Benedict | Saint Joseph, MN | Aug 2015 - Dec 2016 | 1 |
| Legends Club Golf Course | Prior Lake, MN | May 2013 - Aug 2016 | 3 |
| Mn Pga | Coon Rapids, MN | Jun 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- MN
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
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