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Jacob B

CFP®, Series 65

Duluth, MN

Farther

Jacob Barr is a CFP® with seven years of industry experience, currently serving as a financial advisor at Farther. Prior to joining Farther, he worked at Great Waters Financial for seven years and has held positions at Mobil 1, the University of Queensland, and Oneida. He is based in Duluth, MN. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.

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

Series 63, Series 65

Duluth, MN

Farther

Barry Bigelow is a financial advisor at Farther with 13 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Great Waters Wealth Management, Great Waters Financial, and State Farm Insurance Co. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

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