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Ethan Brooker

Advisor at Farther — Marietta, OH

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Marietta, OH 45750

Farther logo

Farther

Enterprise

Total advisors

329

Across 222 offices

Clients per advisor

44 Low

Avg AUM per client

$972,193 High

HNW client ratio

24% High

About

Ethan Brooker is a financial advisor with Farther and holds a Series 65 designation. He began his advisory career in 2026 after working in various roles including multiple terms at the Ohio Auditor of State and experience at Prieto & Schott CPAs LLC. In addition to his financial roles, he has been involved with Brooker General Contractors. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Client services

Based on Farther

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Based on Farther

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

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Fee options

Fixed

Flat annual fee basis (negotiable)

Project-based

Negotiable up to $1,000 per hour

Location

See office

Marietta, OH

326 Third Street, Suite 110

Marietta OH 45750

Advisors at this office

1

Most active in

Ohio · Texas

Work history

< 1 year of industry experience

Farther

2026 - Present • 1 year

Marietta, OH

Commonwealth Financial Services

2026 - 2026 • 1 year

Marietta, OH

Ohio Auditor of State

2024 - 2026 • 2 years

Columbus, OH

Prieto & Schott CPAs LLC

2024 - 2024 • 1 year

Beverly, OH

Ohio Auditor of State

2024 - 2024 • 1 year

Columbus, OH

Prieto & Schott CPAs LLC

2023 - 2024 • 1 year

Beverly, OH

Ohio Auditor of State

2023 - 2023 • 1 year

Columbus, OH

Prieto & Schott CPAs LLC

2022 - 2023 • 1 year

Beverly, OH

Brooker General Contractors

2022 - 2022 • 1 year

Waterforf, OH

Prieto & Schott CPAs LLC

2021 - 2022 • 1 year

Beverly, OH

Marietta College

2020 - 2020 • 1 year

Marietta, OH

Brooker General Contractors

2020 - 2020 • 1 year

Waterford, OH

Fort Frye High School

2019 - 2020 • 1 year

Beverly, OH

Brooker General Contractors

2019 - 2019 • 1 year

Waterford, OH

Fort Frye High School

2016 - 2019 • 3 years

Beverly, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Taj R

Series 66

Parkersburg, WV

Rohr Capital Management

Taj Rohr is a financial advisor at Rohr Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Lazari Capital Management, Niagara International Capital, and BB&T Investments. Outside of his advisory work, Mr. Rohr is president of Taj Rohr Ministries Inc., a nonprofit music ministry that promotes gospel music through weekend church performances. Rohr Capital Management offers discretionary, fee-based portfolio management and financial planning services primarily to individual and small business clients. The firm uses a tactical allocation strategy incorporating exchange-listed securities, mutual funds, and occasional individual stocks, and manages accounts on a discretionary basis with a fiduciary approach for retirement accounts.

General retirement planning Cash flow / budgeting
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Ashley B

Series 65

Parkersburg, WV

Rohr Capital Management

Ashley Boggs is a financial advisor at Rohr Capital Management in Parkersburg, WV, holding a Series 65 designation with four years of industry experience. In addition to her advisory role, she is the president of Problem-Solving Math, LLC, an educational support services business, and works as an independent tax return preparer. Rohr Capital Management provides discretionary, fee-based portfolio management and financial planning to individual and small business clients, using a tactical allocation approach with exchange-listed securities, mutual funds, and select individual stocks. The firm manages accounts on a discretionary basis and acts as a fiduciary for retirement accounts.

General retirement planning Cash flow / budgeting
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Zachary S

CFP®, Series 65

Vienna, WV

Commonwealth Financial Services

Zachary Seese is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Commonwealth Financial Services, where he has worked since 2022, and previously has experience in educational roles at several institutions including West Virginia University and Parkersburg South High School. Commonwealth Financial Services is an SEC-registered advisory firm that serves individual clients, pension plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, employing a range of investment strategies that include fundamental and technical analysis, tactical rebalancing, and third-party manager solutions.

Retired Founder/Business Owner Executive
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Samuel C

Series 65

Vienna, WV

Commonwealth Financial Services

Samuel Cremeans is an advisor at Commonwealth Financial Services with a Series 65 credential and one year of industry experience. Prior to joining Commonwealth, he worked at United Parcel Service and Northwestern Mutual. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, broker/dealer customers, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing fundamental and technical analysis along with third-party manager options.

Retired Founder/Business Owner Executive
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C. J

Series 63, Series 65

Vienna, WV

Hazlett, Burt & Watson, Inc.

C. Johnson is a financial advisor at Hazlett, Burt & Watson, Inc. with 45 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 designations. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers both discretionary and non-discretionary account programs across a range of asset classes.

Wealth management Income planning Real estate investing
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Joshua W

Series 65

Vienna, WV

Commonwealth Financial Services

Joshua Wine is a Series 65-licensed financial advisor with Commonwealth Financial Services in Vienna, WV. He has three years of industry experience and also serves as a Tax Manager at Perry & Associates, CPA's, AC, an accounting firm where he has worked for over ten years. Commonwealth Financial Services is an SEC-registered advisory firm that serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers portfolio management, financial planning, retirement plan advisory services, and securities-backed lending solutions, utilizing a range of investment strategies and custodial platforms.

Retired Founder/Business Owner Executive
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