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
Brian Harold KraftInfinex Investments, Inc.Alerus Securities Corporation$10012-06-2018
Joey Lee MiedemaInfinex Investments, Inc.Alerus Securities Corporation$10012-06-2018
Sandra Kay KorbelInfinex Investments, Inc.Alerus Securities Corporation$10012-06-2018
Jeffrey Paul HoplinInfinex Investments, Inc.Alerus Securities Corporation$15012-06-2018
Rachel Lynn HagenInfinex Investments, Inc.Alerus Securities Corporation$25012-06-2018
Keith George BurckInfinex Investments, Inc.Alerus Securities Corporation12-06-2018
Joseph Daniel KeimigInfinex Investments, Inc.Alerus Securities Corporation12-06-2018
Bret Myles KinzlerInfinex Investments, Inc.Alerus Securities Corporation$50012-07-2018
Holland Jamison SlickInfinex Investments, Inc.Alerus Securities Corporation01-18-2019
Dexter Keith AlbrechtInfinex Investments, Inc.Thrivent Investment Management Inc.05-28-2019
Sean Mitchell SatherInfinex Investments, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-06-2019

Showing 1 to 11 of 11 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.