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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Eric PietilaWoodbury Financial Services, Inc.Farmers Financial Solutions, LLC10-17-2017
Andrew Michael BastianWoodbury Financial Services, Inc.Michigan Securities, Inc.01-16-2019
Beverly Jane BartholomewWoodbury Financial Services, Inc.Allstate Financial Services, LLC06-30-2014
Brent Lee DeuelWoodbury Financial Services, Inc.AXA Advisors, LLC01-13-2012
Bridget M. BaughmanWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Bryan Keith PoirierWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Chad Douglas JacksonWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Clayton James WinklerWoodbury Financial Services, Inc.AXA Advisors, LLC$1001-20-2011
Daniel Brian HumesWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
David Alan WeilerWoodbury Financial Services, Inc.Questar Capital Corporation$6503-01-2019
David Andrew BondWoodbury Financial Services, Inc.AXA Advisors, LLC01-19-2011
David Anthony KuzdekWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
David Christopher JozefiakWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
David Paul ProchazkaWoodbury Financial Services, Inc.Questar Capital Corporation$1003-01-2019
David Wayne DeuelWoodbury Financial Services, Inc.AXA Advisors, LLC$5001-13-2012
Deborah Lee ClarkWoodbury Financial Services, Inc.INVEST Financial Corporation11-03-2017
Eric Edward SchroederWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Gilbert Marvin Lindsay Sr.Woodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Harry James McGowan IVWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Jaime Arlette WolfeWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
James Patrick LynchWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Jared Wade MerchantWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
John Albert MandeWoodbury Financial Services, Inc.LPL Financial LLC09-16-2019
John Albert MandeWoodbury Financial Services, Inc.LPL Financial LLC09-16-2019
John Anderson LemmermannWoodbury Financial Services, Inc.Questar Capital Corporation$1003-01-2019
Next Page »

Showing 1 to 25 of 44 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.