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.

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
Kim Aaron KringenState Farm VP Management Corp.State Farm VP Management Corp.05-15-2019
Benjamin L. ArndtAllstate Financial Services, LLCState Farm VP Management Corp.04-25-2018
Barry David BigelowAdvisorNet Wealth ManagementState Farm VP Management Corp.06-01-2017
Kyle Douglas KalkbrennerAllstate Financial Services, LLCState Farm VP Management Corp.05-03-2017
Michael Yongjin KittelsonCetera Investment Services LLCState Farm VP Management Corp.11-07-2013
Darryl Andre SavageThrivent Investment Management Inc.State Farm VP Management Corp.05-02-2013
Michael Robert HoffmanState Farm VP Management Corp.State Farm VP Management Corp.06-14-2010
Robert John LarsonCountry Capital Management CompanyState Farm VP Management Corp.03-02-2010
Lisa Dawn JohnsonSecurities America, Inc.State Farm VP Management Corp.02-18-2010
Jon Chester OmanState Farm VP Management Corp.State Farm VP Management Corp.01-14-2010

Showing 1 to 10 of 10 entries

Page 1

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.