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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kyle Douglas KalkbrennerThrivent Investment Management Inc.Allstate Financial Services, LLC03-07-2019
John Anthony WimbleyThrivent Investment Management Inc.Allstate Financial Services, LLC06-28-2016
Bridget Kathleen FallonThrivent Investment Management Inc.Ameriprise Financial Services, Inc.05-12-2016
Paul Curtis ChristopherThrivent Investment Management Inc.Ameriprise Financial Services, Inc.02-09-2016
Nicholas Jon RasmussenThrivent Investment Management Inc.Ameriprise Financial Services, Inc.06-07-2011
Eric Christian HansenThrivent Investment Management Inc.Ameriprise Financial Services, Inc.04-21-2009
Kevin Jacob KingThrivent Investment Management Inc.Country Capital Management Company03-28-2011
Ann Marie KirchnerThrivent Investment Management Inc.Financial Designs, Inc.02-04-2016
Justin Lee EspensonThrivent Investment Management Inc.LPL Financial LLC06-19-2018
Mike Craig DarringtonThrivent Investment Management Inc.MetLife Securities Inc.08-24-2012
Todd Joseph Rabell-O'HalloranThrivent Investment Management Inc.PFS Investments Inc.01-24-2014
Richard Ross PeckThrivent Investment Management Inc.Pruco Securities, LLC.08-18-2009
Amy Jean ErkenbrackThrivent Investment Management Inc.Questar Capital Corporation07-01-2014
Hannah Alyssa UppalThrivent Investment Management Inc.Raymond James & Associates, Inc.02-19-2019
Joan Ann RobertsThrivent Investment Management Inc.Securian Financial Services, Inc.04-20-2015
Joseph Donald LangThrivent Investment Management Inc.Signator Investors, Inc.04-27-2012
John Fitzgerald ColdagelliThrivent Investment Management Inc.Stifel, Nicolaus & Company, Incorporated06-17-2010
Elton K. ChanThrivent Investment Management Inc.U.S. Bancorp Investments, Inc.11-14-2014
Anne Marie KerstenThrivent Investment Management Inc.UBS Financial Services Inc.12-21-2012
Cory Michael WerlingerThrivent Investment Management Inc.Waddell & Reed05-30-2019
Scott Jonathan WardellThrivent Investment Management Inc.Wealth Enhancement Brokerage Services, LLC02-18-2009

Showing 1 to 21 of 21 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.


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