Bartlesville, OK Delaware Ave Office

Team
Updated today

Client AUM

$14,187,210,557

Clients

14,593

Advisors

2

Of 315 advisors across 209 offices

Location

600 Delaware Ave

Bartlesville OK 74003

Advisors at this office

2

Advisors at this office

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Douglas R

Series 63, Series 65

Bartlesville, OK

Farther

Douglas Rodgers is a financial advisor at Farther with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rodgers Link Financial Partners and Caughell Rodgers Financial. He is also the owner of Pooler Creek Farms. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of asset classes including ETFs, mutual funds, equities, and fixed income.

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

Series 63, Series 65

Bartlesville, OK

Farther

Michael Link is a financial advisor at Farther with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rodgers Link Financial Partners, Commonwealth Financial Network, and Sutterfield Financial Group. Outside of advisory work, he is a partner in a local property management company in Bartlesville, Oklahoma. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach incorporates Modern Portfolio Theory through bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
View complete list of advisors at this office
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