Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Travis Lee BuckKusske Financial Management, Inc.National Planning Corporation01-19-2018
Brett KusskeKusske Financial Management, Inc.National Planning Corporation01-19-2018
Michael Alan LitchVoya Financial Advisors, Inc.National Planning Corporation10-26-2017
Virgil Leonard BrennyWoodbury Financial Services, Inc.National Planning Corporation$1010-20-2017
Robert Bradshaw McCann IIIProEquities, Inc.National Planning Corporation09-06-2017
James Paul Benson IICetera Advisor Networks LLCNational Planning Corporation$10003-28-2016
Kari Lynn KraemerMerrill Lynch, Pierce, Fenner & Smith IncorporatedNational Planning Corporation06-20-2014
Christopher Louis HasbrouckBerthel, Fisher & Company Financial Services, Inc.National Planning Corporation01-23-2014
Gary Frank GuentzelTriad Advisors LLCNational Planning Corporation05-22-2013
Francis Gerald ZunichVoya Financial Advisors, Inc.National Planning Corporation05-15-2013
Douglas Carl GoodmundsonBerthel, Fisher & Company Financial Services, Inc.National Planning Corporation04-29-2013
David Lee MadetzkeRoyal Alliance Associates, Inc.National Planning Corporation04-24-2013
Gregg M. SainsburyThrivent Investment Management Inc.National Planning Corporation03-25-2013
Megan Elizabeth GehrmanCetera Advisor Networks LLCNational Planning Corporation05-01-2012
Gary Bruce LageProEquities, Inc.National Planning Corporation$2510-13-2011
Cheryl Schneider LindsayProEquities, Inc.National Planning Corporation10-07-2011
Brian Joseph AdamekCetera Advisor Networks LLCNational Planning Corporation10-06-2011
David Michael Robert ZackCetera Advisor Networks LLCNational Planning Corporation$5007-24-2009

Showing 1 to 18 of 18 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.