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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bradford Albert LosekeAllstate Financial Services, LLCThrivent Investment Management Inc.09-01-2014
Carol GuierAllstate Financial Services, LLCThrivent Investment Management Inc.01-04-2018
Charles John KraftAllstate Financial Services, LLCThrivent Investment Management Inc.06-08-2018
Dominic Andrew RussoAllstate Financial Services, LLCThrivent Investment Management Inc.10-04-2018
Erick KeirnAllstate Financial Services, LLCThrivent Investment Management Inc.11-21-2019
James Henry Elliott IIAllstate Financial Services, LLCThrivent Investment Management Inc.03-02-2017
Jeffrey Kuehn MitchellAllstate Financial Services, LLCThrivent Investment Management Inc.02-10-2009
Joseph Roy VolpiAllstate Financial Services, LLCThrivent Investment Management Inc.08-07-2019
Joshua Bryce KerneyAllstate Financial Services, LLCThrivent Investment Management Inc.$1004-08-2014
Kenneth Merle WillettAllstate Financial Services, LLCThrivent Investment Management Inc.05-17-2017
Kent Wesley HeinleAllstate Financial Services, LLCThrivent Investment Management Inc.09-22-2017
Marilyn Neill PangracAllstate Financial Services, LLCThrivent Investment Management Inc.01-13-2015
Michael J. SpehnAllstate Financial Services, LLCThrivent Investment Management Inc.09-23-2019
Phoebe Measells KnappAllstate Financial Services, LLCThrivent Investment Management Inc.01-14-2015
Rahn Edward TiemanAllstate Financial Services, LLCThrivent Investment Management Inc.11-11-2013
Ronald Eugene PhillipsAllstate Financial Services, LLCThrivent Investment Management Inc.$111-23-2015
Ryan GreenAllstate Financial Services, LLCThrivent Investment Management Inc.08-03-2018
Scott Payton SprouseAllstate Financial Services, LLCThrivent Investment Management Inc.01-20-2015
Stacey Irene SkeensAllstate Financial Services, LLCThrivent Investment Management Inc.08-01-2019
Stephen EnigbokanAllstate Financial Services, LLCThrivent Investment Management Inc.$5012-05-2019
Terry Mark HillockAllstate Financial Services, LLCThrivent Investment Management Inc.08-21-2018

Showing 1 to 21 of 21 entries

Page 1

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.