FINANCIAL DESIGN GROUP, LLC
CRD #316103 SEC #801-134407 LAVISTA, NE 402-509-2250
SEC Registered
Total AUM
$109.8M
Discretionary
$109.8M
Employees
3
Clients
0
Accounts
540
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FARRIS, BRIAN, TIMOTHY | I | MANAGING MEMBER | D | Control |
| FARRIS, BRIAN, TIMOTHY | I | MANAGING MEMBER | D | Control |
| FARRIS, CHRISTOPHER, BRIAN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| FARRIS, CHRISTOPHER, BRIAN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (3)
IA NE TX
Address
12110 PORT GRACE BOULEVARDSUITE 200
LAVISTA, NE 68128
United States
Phone: 402-509-2250