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
Samuel R. WalkerAffinity Financial - The Walker Group LLCNorthwestern Mutual Investment Services, LLC03-01-2017
Neil Larsen AngerAmeriprise Financial Services, Inc.Northwestern Mutual Investment Services, LLC12-06-2017
Dallas A CollinsCFD Investments, Inc.Northwestern Mutual Investment Services, LLC09-29-2015
Faron M HughesChase Investment Services Corp.Northwestern Mutual Investment Services, LLC03-01-2010
Alexander W SpainhowardDonaldson Capital Management LLCNorthwestern Mutual Investment Services, LLC05-30-2019
Aaron Bruce OlsonEdward JonesNorthwestern Mutual Investment Services, LLC12-09-2019
Jeffery Dale ClecknerEdward JonesNorthwestern Mutual Investment Services, LLC$15005-25-2018
Ryne Michael OtisEdward JonesNorthwestern Mutual Investment Services, LLC01-06-2017
Scott David ThiemeEdward JonesNorthwestern Mutual Investment Services, LLC$25007-06-2009
Trevor Charles Walter DavidJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC09-18-2019
Bryn April MalagonKey Investment Services LLCNorthwestern Mutual Investment Services, LLC03-12-2018
Jayme S. SchwartzenburgLincoln Financial Advisors CorporationNorthwestern Mutual Investment Services, LLC07-31-2019
Stacy Jean BrueggenLincoln Financial Advisors CorporationNorthwestern Mutual Investment Services, LLC06-25-2018
Amanda Kay Bani MelhemLincoln Financial Advisors CorporationNorthwestern Mutual Investment Services, LLC08-26-2016
Curt Brian MagureanLPL Financial LLCNorthwestern Mutual Investment Services, LLC04-04-2018
Ashley Michelle KistlerMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC03-28-2018
David W. SpeckmanMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC07-12-2017
Matthew William HolbrookMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$10006-11-2014
Steve M StevensMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC02-20-2014
Jamie Allen AsherMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$15010-23-2013
Patrick Edward MurrayMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC10-23-2013
Joseph P. KnothMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC10-23-2013
Damon Joseph PhelanMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC09-06-2012
Christopher John MackenzieMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC09-05-2012
Thomas James WalshNatcity Investments, Inc.Northwestern Mutual Investment Services, LLC08-19-2009
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Showing 1 to 25 of 35 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.