FINANCIAL DESIGN GROUP, LLC
FINANCIAL DESIGN GROUP, LLC of LAVISTA, NE is an SEC-registered investment adviser (CRD 316103). Regulatory assets under management: $113.4M.
Registration
- CRD: 316103
- SEC file number: 801-134407
- Type: Registered investment adviser
- Location: 12110 PORT GRACE BOULEVARD, SUITE 200, LAVISTA, NE, 68128
- Phone: 402-509-2250
- Latest filing: 2026-01-06
- Regulatory AUM: $113.4M
- Discretionary AUM: $113.4M
- Clients: 3
- Accounts: 527
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Brian Timothy Farris | MANAGING MEMBER | — |
| Christopher Brian Farris | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
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