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
Zachary Scott WeaverNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.01-31-2019
William Y KimNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.02-05-2015
William David HannemannNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.08-26-2019
Virginia ForestNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.09-04-2013
Sarah E. ArthurNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.$10003-02-2018
Michael Thomas GentileNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.07-15-2019
Meenakshi RaiNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.07-02-2009
Mary Jo StaniszewskiNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.06-18-2014
Margreit Ruth McInnisNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.03-18-2009
Lisa Lynn LopacinskiNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.$10001-31-2017
Lisa Dion LettieriNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.$10002-21-2017
Lauren Catherine McneillNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.04-04-2017
Lance G IngersonNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.02-05-2010
Kimberly Nicole EvansNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.08-04-2016
Katherine Lindsay RobertsNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.04-27-2015
Joseph Michael DwyerNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.05-29-2015
Joseph John TristanoNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.09-01-2014
John V CurtinNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.07-28-2015
Jill L Conda JacobsonNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.09-14-2015
Jessica Lynn MansavageNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.03-23-2018
James R WilliamsNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.03-30-2017
Jacob Scott BierstedtNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.10-08-2014
Hsin-Cheng KuoNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.10-27-2016
Erica Eileen LaMountainNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.01-29-2019
Deborah CoonsNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.11-14-2011
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Showing 1 to 25 of 36 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.