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
Wilfred WongThrivent Investment Management Inc.Waddell & Reed06-19-2017
Victor George ThompsonThrivent Investment Management Inc.Waddell & Reed06-21-2013
Tyler John MalotkyThrivent Investment Management Inc.Thrivent Investment Management Inc.04-26-2019
Todd Joseph Rabell-O'HalloranThrivent Investment Management Inc.PFS Investments Inc.01-24-2014
Todd Joseph KelzenbergThrivent Investment Management Inc.Cetera Advisor Networks LLC$5011-06-2017
Timothy P. FaigThrivent Investment Management Inc.Scottrade, Inc.03-15-2018
Steven Todd VacinekThrivent Investment Management Inc.Quasar Distributors, LLC05-01-2014
Scott Jonathan WardellThrivent Investment Management Inc.Wealth Enhancement Brokerage Services, LLC02-18-2009
Ryan TrabantThrivent Investment Management Inc.LPL Financial LLC11-07-2019
Robert Williams IIIThrivent Investment Management Inc.Questar Capital Corporation04-26-2019
Richard Ross Vande VegteThrivent Investment Management Inc.Edward Jones11-10-2015
Richard Ross PeckThrivent Investment Management Inc.Pruco Securities, LLC.08-18-2009
Paul Curtis ChristopherThrivent Investment Management Inc.Ameriprise Financial Services, LLC02-09-2016
Nicholas Jon RasmussenThrivent Investment Management Inc.Ameriprise Financial Services, LLC06-07-2011
Mike Craig DarringtonThrivent Investment Management Inc.MetLife Securities Inc.08-24-2012
Michael George KramerThrivent Investment Management Inc.Raymond James Financial Services, Inc.10-05-2015
Matthew Scott RinesThrivent Investment Management Inc.The Leaders Group, Inc.$1012-05-2017
Mark David HalstensgardThrivent Investment Management Inc.Thrivent Investment Management Inc.09-24-2012
Margit Jean LundThrivent Investment Management Inc.Ameriprise Financial Services, LLC10-01-2012
Lori Lynn BlohmThrivent Investment Management Inc.Securian Financial Services, Inc.02-05-2019
Lora Jean NickelThrivent Investment Management Inc.Cetera Advisor Networks LLC09-04-2019
Laura Ann ObenaufThrivent Investment Management Inc.Ameriprise Financial Services, LLC10-27-2009
Kyle Douglas KalkbrennerThrivent Investment Management Inc.Allstate Financial Services, LLC03-07-2019
Kyle Dean Terrio-JohnsonThrivent Investment Management Inc.U.S. Bancorp Investments, Inc.06-27-2011
Kevin Jacob KingThrivent Investment Management Inc.Country Capital Management Company03-28-2011
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Showing 1 to 25 of 66 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.