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Rian W
Series 66, Series 65, Series 63
Davenport, IA
Farther
Rian Waterman is a financial advisor at Farther with nine years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior work includes positions at United Capital Financial Advisors, Irongate International, and Winthrop & Weinstine, PA. He also serves as a trustee for the Mary H Waterman Children's Trust, overseeing discretionary distributions. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income securities, supplemented by AI tools and advisor judgment.
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