This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

OLDFATHER FINANCIAL SERVICES

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 1, 2020

First registration

Apr 12, 2022

Dual registered

no

IAPD individual key

6860338

• Occurred

  Sep 27, 2024
  Advisor changed firm

  Tristan James Crook left 308 Financial for Oldfather Financial Services Llc (registered 2024-10-10)

  Form ADVobserved 5 days ago
• Occurred

  Oct 26, 2023
  Advisor changed firm

  Tristan James Crook left Ameriprise Financial Services, Llc for 308 Financial (registered 2024-01-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5faa85f7-12fb-c9f0-6e31-2f059f64c7cc

First observed

Apr 12, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.