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
Amanda Elizabeth KellerCambridge Investment Research, Inc.Thrivent Investment Management Inc.12-10-2010
Angela EtscheidtPrincipal Securities, Inc.Thrivent Investment Management Inc.11-18-2019
Christopher Hays WilkinsonWaddell & ReedThrivent Investment Management Inc.02-25-2016
Christopher John HarrisHawkins Wealth ManagementThrivent Investment Management Inc.05-14-2018
Daniel James RundahlBrokers International Financial Services, LLC.Thrivent Investment Management Inc.01-16-2018
Darin William HagerdonEdward JonesThrivent Investment Management Inc.05-03-2019
David Allan CanellPrincipal Securities, Inc.Thrivent Investment Management Inc.08-30-2017
Diane Lynn RauserThrivent Investment Management Inc.Thrivent Investment Management Inc.07-29-2013
Garret LockeCUNA Brokerage Services, Inc.Thrivent Investment Management Inc.05-29-2019
Gaylen Bret TrasamarNYLIFE Securities LLCThrivent Investment Management Inc.06-04-2014
James Arthur HusmannThrivent Investment Management Inc.Thrivent Investment Management Inc.$1004-02-2015
James Otto WegenerRSM US Wealth Management LLCThrivent Investment Management Inc.06-26-2013
Jeffrey Michael BaldigoCUNA Brokerage Services, Inc.Thrivent Investment Management Inc.12-18-2018
Jenifer Jeanne RieckPruco Securities, LLC.Thrivent Investment Management Inc.12-06-2018
Jodi Danelle ClemensThrivent Investment Management Inc.Thrivent Investment Management Inc.11-13-2017
Joel Herbert NeubauerFBL Investment Management Services, Inc.Thrivent Investment Management Inc.$1002-16-2016
Kent Allen WagnerWoodbury Financial Services, Inc.Thrivent Investment Management Inc.$5001-12-2012
Lisa Lynn KilmerPruco Securities, LLC.Thrivent Investment Management Inc.02-19-2019
Lisa Lynn KilmerBancWest Investment Services, Inc.Thrivent Investment Management Inc.09-29-2014
Lucas George BielfeltCambridge Investment Research, Inc.Thrivent Investment Management Inc.$5005-02-2014
Michael Kevin AlfordCambridge Investment Research, Inc.Thrivent Investment Management Inc.$512-06-2010
Nicole C. BoulaisRaymond James Financial Services, Inc.Thrivent Investment Management Inc.07-15-2019
Terry James BleileCetera Investment Services LLCThrivent Investment Management Inc.10-24-2018

Showing 1 to 23 of 23 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.