Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Keenan Thomas James MeitnerU.S. Bancorp Investments, Inc.Thrivent Investment Management Inc.08-06-2019
Jason Lee KramarPruco Securities, LLC.Thrivent Investment Management Inc.$2506-11-2019
Matthew William BeckerOneAmerica Securities, Inc.Thrivent Investment Management Inc.03-04-2019
Landon Richard WieseFirst Allied Securities, Inc.Thrivent Investment Management Inc.11-02-2018
Jay David LandremanEdward JonesThrivent Investment Management Inc.06-15-2018
Charles John KraftAllstate Financial Services, LLCThrivent Investment Management Inc.06-08-2018
Tina Marie GrenlieEdward JonesThrivent Investment Management Inc.05-25-2018
Drew James AshlandMillborn Advisors, LtdThrivent Investment Management Inc.05-14-2018
Mark John Melby HoffmanMillborn Advisors, LtdThrivent Investment Management Inc.05-14-2018
Kasey Clinton SipiorskiMML Investors Services, LLCThrivent Investment Management Inc.05-07-2018
Gregory Paul SchauerAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.04-09-2018
Kevin Jay MaloneyU.S. Bancorp Investments, Inc.Thrivent Investment Management Inc.$1010-31-2017
Curtis Alan BohmPruco Securities, LLC.Thrivent Investment Management Inc.08-15-2017
Guy Raymond MccauleyPruco Securities, LLC.Thrivent Investment Management Inc.05-22-2017
Kristi Nicole KennedyINVEST Financial CorporationThrivent Investment Management Inc.05-18-2017
Joseph JostAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.03-29-2017
Barry Scott ArnoldGlobal View Capital Management, LTDThrivent Investment Management Inc.02-20-2017
Cody Nicholas RickawayCambridge Investment Research, Inc.Thrivent Investment Management Inc.$1001-27-2017
Joel Stuart MerrittDiversified Management IncThrivent Investment Management Inc.01-20-2017
Jacqueline Ann SzczepanskiWoodbury Financial Services, Inc.Thrivent Investment Management Inc.12-02-2016
Paula Rae SimonJ.P. Morgan Securities LLCThrivent Investment Management Inc.09-16-2016
Krista Marie JohnsonCUNA Brokerage Services, Inc.Thrivent Investment Management Inc.$106-10-2016
James Gerard LonickPruco Securities, LLC.Thrivent Investment Management Inc.04-11-2016
Aaron Kyle BohmAssociated Investment Services, Inc.Thrivent Investment Management Inc.$15003-17-2016
Matthew Ross KrenkeASC Wealth & Retirement Advisors LLCThrivent Investment Management Inc.02-19-2016
Next Page »

Showing 1 to 25 of 55 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.


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