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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Barbara Joyce YoderLPL Financial LLCThrivent Investment Management Inc.05-24-2012
Benjamin Thomas SchraderLPL Financial LLCThrivent Investment Management Inc.04-15-2019
Brian Joseph HeippLPL Financial LLCThrivent Investment Management Inc.07-25-2014
Charlene Ann LarsenLPL Financial LLCThrivent Investment Management Inc.09-14-2009
Charles William StratmanLPL Financial LLCThrivent Investment Management Inc.07-07-2014
Clark HaydenLPL Financial LLCThrivent Investment Management Inc.05-23-2017
David Allen LuckemeyerLPL Financial LLCThrivent Investment Management Inc.$1710-24-2016
Derek Kenson LindholmLPL Financial LLCThrivent Investment Management Inc.10-18-2013
Donald Charles Benson Jr.LPL Financial LLCThrivent Investment Management Inc.$1010-25-2012
Dustin James SmithLPL Financial LLCThrivent Investment Management Inc.05-26-2011
Gary Walter SchmidtLPL Financial LLCThrivent Investment Management Inc.01-24-2014
Jared Michael SmithLPL Financial LLCThrivent Investment Management Inc.09-20-2013
Jeffrey Michael SchlichtLPL Financial LLCThrivent Investment Management Inc.01-24-2014
Jessica Lynn DontjeLPL Financial LLCThrivent Investment Management Inc.07-23-2018
John Allan PoageLPL Financial LLCThrivent Investment Management Inc.03-25-2011
John E. MortonLPL Financial LLCThrivent Investment Management Inc.06-12-2017
John Lawrence TownsendLPL Financial LLCThrivent Investment Management Inc.02-28-2019
John Robert Hassey NevarezLPL Financial LLCThrivent Investment Management Inc.11-30-2018
Justin Russell JaksLPL Financial LLCThrivent Investment Management Inc.04-25-2016
Karen Kay GrayLPL Financial LLCThrivent Investment Management Inc.03-01-2013
Kelly Jean FennellyLPL Financial LLCThrivent Investment Management Inc.07-05-2013
Kevin Anthony ForemanLPL Financial LLCThrivent Investment Management Inc.10-24-2016
Kim Michele WadeLPL Financial LLCThrivent Investment Management Inc.09-03-2014
Korbin StokesLPL Financial LLCThrivent Investment Management Inc.04-22-2016
Mark Alan LedsonLPL Financial LLCThrivent Investment Management Inc.02-08-2011
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Showing 1 to 25 of 43 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.