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
Todd Gregory LuciusAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.11-17-2017
Todd David SwanAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.08-08-2014
Terrence Philip LeiendeckerAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.$50010-12-2012
Scott R. ArmeyAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.08-27-2019
Scott Alan HagenbachAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.$25011-30-2015
Ryan Patrick O'KeefeAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.11-15-2010
Nicholas Damon KrenzAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.09-04-2013
Natalia KoritskayaAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.07-01-2015
Nancy Ellen Olson ImholteAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.$50002-13-2013
Michelle R MathisonAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.$10011-12-2014
Michael David SchallAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.10-13-2015
Mark David BuckhaultsAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.08-23-2017
Linda Ann BauwensAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.12-21-2018
Justin Samuel DuncombeAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.03-19-2014
Joseph JostAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.03-29-2017
John Marvin SchmittAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.01-23-2013
Jessica Ruth FossAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.11-02-2012
Jennifer Alicia WaldronAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.11-06-2018
Jeffrey James BruceAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.$50004-20-2011
James Clemens DuncombeAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.$10003-14-2014
Gregory Paul SchauerAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.04-09-2018
Glenn Rind DembroffAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.12-16-2009
Dennis James MearsAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.01-29-2016
Cherylee Ann ChapmanAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.09-28-2015
Cheryle Ann CafieroAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.03-16-2016
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Showing 1 to 25 of 29 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.