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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan TrabantThrivent Investment Management Inc.LPL Financial LLC11-07-2019
Lora Jean NickelThrivent Investment Management Inc.Cetera Advisor Networks LLC09-04-2019
Angela Marie MckenzieThrivent Investment Management Inc.Wells Fargo Clearing Services, LLC08-26-2019
Deidre Marlene TomczakThrivent Investment Management Inc.Wells Fargo Clearing Services, LLC06-05-2019
Cory Michael WerlingerThrivent Investment Management Inc.Waddell & Reed05-30-2019
Robert Williams IIIThrivent Investment Management Inc.Questar Capital Corporation04-26-2019
Tyler John MalotkyThrivent Investment Management Inc.Thrivent Investment Management Inc.04-26-2019
Jodi Ellen GilletteThrivent Investment Management Inc.Thrivent Investment Management Inc.03-12-2019
Kyle Douglas KalkbrennerThrivent Investment Management Inc.Allstate Financial Services, LLC03-07-2019
Hannah Alyssa UppalThrivent Investment Management Inc.Raymond James & Associates, Inc.02-19-2019
Lori Lynn BlohmThrivent Investment Management Inc.Securian Financial Services, Inc.02-05-2019
Hilary Jo SweeneyThrivent Investment Management Inc.Leuthold Weeden Capital Management12-04-2018
Brandie Lynn SwensonThrivent Investment Management Inc.Thrivent Investment Management Inc.09-04-2018
Justin Lee EspensonThrivent Investment Management Inc.LPL Financial LLC06-19-2018
Jason Scott RiesgrafThrivent Investment Management Inc.LPL Financial LLC05-11-2018
Timothy P. FaigThrivent Investment Management Inc.Scottrade, Inc.03-15-2018
Matthew Scott RinesThrivent Investment Management Inc.The Leaders Group, Inc.$1012-05-2017
Todd Joseph KelzenbergThrivent Investment Management Inc.Cetera Advisor Networks LLC$5011-06-2017
Chad E. RediskeThrivent Investment Management Inc.PFS Investments Inc.09-07-2017
Wilfred WongThrivent Investment Management Inc.Waddell & Reed06-19-2017
Adam M. BeachThrivent Investment Management Inc.Ameriprise Financial Services, LLC05-25-2017
Christopher Michael AlexanderThrivent Investment Management Inc.Schroder Fund Advisors LLC01-27-2017
Dustin Cameron SmithThrivent Investment Management Inc.MetLife Securities Inc.01-20-2017
Aaron Joshua GreenThrivent Investment Management Inc.Cetera Investment Services LLC08-04-2016
Elizabeth Marie OdegaardThrivent Investment Management Inc.Morgan Stanley07-18-2016
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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.