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.

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Melissa Rae BestulU.S. Bancorp Investments, Inc.AdvisorNet Wealth Management07-10-2017
Bryan J. PolleyU.S. Bancorp Investments, Inc.Allodium Investment Consultants, LLC07-29-2015
Eric A SwansonU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.07-09-2018
Patrick Ryan WilkerU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.01-24-2018
James Thomas KirkU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.$1006-26-2015
Brian William ScheelU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.12-03-2010
David Jared AndersonU.S. Bancorp Investments, Inc.Associated Investment Services, Inc.04-27-2012
Cale J. RossU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.01-11-2019
Robert Alvin Cron Jr.U.S. Bancorp Investments, Inc.Bronfman E.L. Rothschild Capital, LLC$10003-31-2017
Bradley Joseph LangeU.S. Bancorp Investments, Inc.Cetera Advisor Networks LLC$5011-07-2018
Phillip Edward CuroeU.S. Bancorp Investments, Inc.Cetera Advisor Networks LLC11-22-2011
Karen Jane VanstromU.S. Bancorp Investments, Inc.Cetera Advisor Networks LLC05-16-2011
Richard Lewis FaatzU.S. Bancorp Investments, Inc.Cetera Investment Services LLC10-26-2016
Brad Leroy SharpU.S. Bancorp Investments, Inc.Cetera Investment Services LLC03-02-2015
Adama GuiroU.S. Bancorp Investments, Inc.Citigroup Global Markets Inc.06-01-2015
Terrence Michael HassanallyU.S. Bancorp Investments, Inc.Commonwealth Financial Network11-15-2018
Mark Richard OlsonU.S. Bancorp Investments, Inc.CUNA Brokerage Services, Inc.$3308-11-2016
Peter Douglas HoloienU.S. Bancorp Investments, Inc.CUNA Brokerage Services, Inc.03-30-2012
Matthew Warren KuskieU.S. Bancorp Investments, Inc.Drexel Hamilton, LLC08-16-2018
Mark KluenderU.S. Bancorp Investments, Inc.Edward Jones01-07-2019
Scott David MickelsonU.S. Bancorp Investments, Inc.Edward Jones03-12-2013
Chad William DaveyU.S. Bancorp Investments, Inc.Edward Jones$1007-29-2011
John Edward PenshornU.S. Bancorp Investments, Inc.First Command Financial Planning, Inc.12-28-2009
Brian James KohoutU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-13-2019
James J. LyghtU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-18-2017
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Showing 1 to 25 of 52 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.

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