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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Peter GermscheidWoodbury Financial Services, Inc.Ameriprise Financial Services, Inc.05-04-2009
Thomas Edward O'Hehir-JohnsonWoodbury Financial Services, Inc.Ameriprise Financial Services, Inc.04-24-2009
Robert Kook Meints Jr.Woodbury Financial Services, Inc.AXA Advisors, LLC12-15-2011
Amy Marie EdgrenWoodbury Financial Services, Inc.HIMCO Distribution Services Company02-24-2009
James Thomas BurnsWoodbury Financial Services, Inc.Kestra Investment Services, LLC03-14-2018
Philip A. CampbellWoodbury Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2019
Philip A. CampbellWoodbury Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2019
John Arnold MandtWoodbury Financial Services, Inc.Mutual of Omaha Investor Services, Inc.06-04-2019
Virgil Leonard BrennyWoodbury Financial Services, Inc.National Planning Corporation$1010-20-2017
John Robert HeikeWoodbury Financial Services, Inc.Northwestern Mutual Investment Services, LLC$5008-01-2016
Bradley Patrick TimmonsWoodbury Financial Services, Inc.Parkland Securities, LLC10-01-2009
Terry Craig SandvoldWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Naomi Ann KowalikWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Glen Kevin SundbergWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Patricia Blair LoveletteWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Brian Gerald SensibaughWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Doreen Emily SchmidtWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Steinar BergWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Matthew James FiskeWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Michael Paul AckermanWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Robert W. CowinWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Jeffrey Alan JonesWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Roger A. StregeWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
David G CooperWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Blake Edward SandvoldWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
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Showing 1 to 25 of 38 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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