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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Wesley TolanderLPL Financial LLCSecurian Financial Services, Inc.01-15-2014
Brandon Vito SpanoVoya Financial Advisors, Inc.Securian Financial Services, Inc.01-07-2014
Christopher John ThomasCambridge Investment Research, Inc.Securian Financial Services, Inc.$5002-05-2010
Clinton Edward AkerbergVSR Financial Services, Inc.Securian Financial Services, Inc.06-01-2010
Connie Ann Van OrnumVoya Financial Advisors, Inc.Securian Financial Services, Inc.$1006-01-2014
David Keith ArndtIntellicents Investment Solutions IncSecurian Financial Services, Inc.04-04-2018
David Mark IversonIntellicents Investment Solutions IncSecurian Financial Services, Inc.04-04-2018
James Marshall MarsLPL Financial LLCSecurian Financial Services, Inc.10-01-2013
Jason Christopher RobinsonBerthel, Fisher & Company Financial Services, Inc.Securian Financial Services, Inc.11-25-2019
Jay Carl PolsonLPL Financial LLCSecurian Financial Services, Inc.09-30-2013
Jeff D. NewburnPlan2Thrive Financial ServicesSecurian Financial Services, Inc.10-01-2010
Jeffrey Charles BusbeeHarbour Investments, Inc.Securian Financial Services, Inc.$2508-17-2018
Jimmy Edward WaggonerLPL Financial LLCSecurian Financial Services, Inc.10-01-2013
Jonathan Chapman PearsonVisionPoint Advisory GroupSecurian Financial Services, Inc.09-30-2013
Lance J ClausonLPL Financial LLCSecurian Financial Services, Inc.09-30-2013
Matthew James MacnealCambridge Investment Research, Inc.Securian Financial Services, Inc.10-03-2012
Matthew Joel TwedtMutual Securities, Inc.Securian Financial Services, Inc.04-02-2018
Matthew Lee RatchenskiCUNA Brokerage Services, Inc.Securian Financial Services, Inc.09-17-2018
Michael G. NashBrokers International Financial Services, LLC.Securian Financial Services, Inc.10-12-2010
Nicholas Battiste CapobiancoVisionPoint Advisory GroupSecurian Financial Services, Inc.$5009-30-2013

Showing 1 to 20 of 20 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.