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.

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

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jed Andrew LundCetera Advisor Networks LLCWoodbury Financial Services, Inc.03-15-2019
Lauris Devon ValtinsonValtinson Bruner and Young Financial PlanningWoodbury Financial Services, Inc.$10008-31-2018
Robert John BrunerValtinson Bruner and Young Financial PlanningWoodbury Financial Services, Inc.$15008-31-2018
Erik Jeffrey YoungValtinson Bruner and Young Financial PlanningWoodbury Financial Services, Inc.08-31-2018
Matthew Roy StahlCapital Asset Advisory Services, LLCWoodbury Financial Services, Inc.$2504-16-2018
Rachel Ann LeeRobert W. Baird & Co. IncorporatedWoodbury Financial Services, Inc.11-08-2017
Steven Edward DabelowUSA Financial Securities CorporationWoodbury Financial Services, Inc.$1311-01-2017
Sonja Michelle HallUSA Financial Securities CorporationWoodbury Financial Services, Inc.11-01-2017
Lauren Elizabeth KleinAmeriprise Financial Services, LLCWoodbury Financial Services, Inc.$1012-19-2016
Casey FoxKestra Investment Services, LLCWoodbury Financial Services, Inc.11-15-2016
Susan Virginia StenzelProEquities, Inc.Woodbury Financial Services, Inc.$5002-24-2016
Steinar BergQuestar Capital CorporationWoodbury Financial Services, Inc.$1012-16-2015
David George LindbergQuestar Capital CorporationWoodbury Financial Services, Inc.11-18-2015
Denise Marie MillerQuestar Capital CorporationWoodbury Financial Services, Inc.11-18-2015
Michael Joseph SalscheiderProEquities, Inc.Woodbury Financial Services, Inc.09-02-2015
John William HanselmanWells Fargo Clearing Services, LLCWoodbury Financial Services, Inc.$5008-03-2015
Gregory Allen Naylor Jr.Naylor Asset Management, LLCWoodbury Financial Services, Inc.$1006-09-2015
Thomas Andrew WoodwardWoodward Financial ServicesWoodbury Financial Services, Inc.05-19-2014
William Glenn BatemanCambridge Investment Research, Inc.Woodbury Financial Services, Inc.01-02-2014
Christopher Lee HenningWoodbury Financial Services, Inc.Woodbury Financial Services, Inc.07-31-2013
James Henry KuituCetera Advisor Networks LLCWoodbury Financial Services, Inc.$2510-15-2012
Eric James KuituCetera Advisor Networks LLCWoodbury Financial Services, Inc.$2510-15-2012
Justin Royal KuituCetera Advisor Networks LLCWoodbury Financial Services, Inc.10-15-2012
Thad Anthony JohnsonCambridge Investment Research, Inc.Woodbury Financial Services, Inc.10-01-2012
Thomas Edward ClasbyNorthwestern Mutual Investment Services, LLCWoodbury Financial Services, Inc.09-27-2012
Next Page »

Showing 1 to 25 of 37 entries

Page 1 | 2

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.