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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dean David DornfeldSagePoint Financial, Inc.Packerland Brokerage Services, Inc.08-05-2019
William Robert Chambers IIIChambers Financial Group, LLC.Packerland Brokerage Services, Inc.06-11-2018
Wendy Rae LochChambers Financial Group, LLC.Packerland Brokerage Services, Inc.06-05-2018
Anthony Carl RichterCapital Financial Services, Inc.Packerland Brokerage Services, Inc.12-02-2016
Scott John Van De HeyCapital Financial Services, Inc.Packerland Brokerage Services, Inc.12-01-2016
Annette Marie GozaKCD Financial, Inc.Packerland Brokerage Services, Inc.$103-30-2016
Geoffrey Michael WolterstorffFORESTERS EQUITY SERVICES, INC.Packerland Brokerage Services, Inc.03-08-2016
Jason Donald Marty401k Investment ProfessionalsPackerland Brokerage Services, Inc.02-26-2016
Terry Allen WollinCapital Financial Services, Inc.Packerland Brokerage Services, Inc.$2511-23-2015
Anna Lynn LautenbachAllstate Financial Services, LLCPackerland Brokerage Services, Inc.06-23-2015
Peter Lawrence AndersonLPL Financial LLCPackerland Brokerage Services, Inc.$504-16-2015
Mark Wayne De SchweinlerCapital Financial Services, Inc.Packerland Brokerage Services, Inc.03-16-2015
Martin Daniel FahlerLPL Financial LLCPackerland Brokerage Services, Inc.10-01-2014
Joel Thomas BlattnerNorthwestern Mutual Investment Services, LLCPackerland Brokerage Services, Inc.05-13-2014
Richard Allan Hannemann IISII Investments, Inc.Packerland Brokerage Services, Inc.12-11-2013
Charles Lyle Harbeck IISII Investments, Inc.Packerland Brokerage Services, Inc.07-19-2013
James Wirt Hyndman IVSII Investments, Inc.Packerland Brokerage Services, Inc.07-19-2013
Jonathan Mark SchultzSII Investments, Inc.Packerland Brokerage Services, Inc.07-19-2013
Michael Robert MckillipSII Investments, Inc.Packerland Brokerage Services, Inc.07-19-2013
Nicky Lee MillerSII Investments, Inc.Packerland Brokerage Services, Inc.07-19-2013
Paul Daniel CulbertsonSII Investments, Inc.Packerland Brokerage Services, Inc.07-19-2013
Todd Roger BrehmerSII Investments, Inc.Packerland Brokerage Services, Inc.07-19-2013
Brian John WitzWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$106-20-2013
Donald Lee Schleicher LUTCFWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.06-20-2013
Nathan J AmtmannSII Investments, Inc.Packerland Brokerage Services, Inc.03-14-2013
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Showing 1 to 25 of 49 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.

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