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.Recruiting Scoreboard (Q4 2019)
Recruiting Gains
Recruiting Losses
Net Gains
Latest moves
| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Jason Donald Marty | 401k Investment Professionals | Packerland Brokerage Services, Inc. | — | 02-26-2016 |
| Anna Lynn Lautenbach | Allstate Financial Services, LLC | Packerland Brokerage Services, Inc. | — | 06-23-2015 |
| William Robert Chambers III | Chambers Financial Group, LLC. | Packerland Brokerage Services, Inc. | — | 06-11-2018 |
| Wendy Rae Loch | Chambers Financial Group, LLC. | Packerland Brokerage Services, Inc. | — | 06-05-2018 |
| Annette Marie Goza | KCD Financial, Inc. | Packerland Brokerage Services, Inc. | — | 03-30-2016 |
| David Jon Bernarde | KCD Financial, Inc. | Packerland Brokerage Services, Inc. | — | 01-12-2012 |
| Peter Lawrence Anderson | LPL Financial LLC | Packerland Brokerage Services, Inc. | $25 | 04-16-2015 |
| Joshua Lee Preiser | NYLIFE Securities LLC | Packerland Brokerage Services, Inc. | — | 05-21-2019 |
| Mary Ann Therese Thielke | Principal Securities, Inc. | Packerland Brokerage Services, Inc. | — | 10-18-2010 |
| John McInnes | Pruco Securities, LLC. | Packerland Brokerage Services, Inc. | — | 01-07-2019 |
| Terrence Patrick Murphy | Superior Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 03-13-2013 |
| Michael Eugene Walston | Superior Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 12-05-2012 |
| Linda Margaret Grzesik | Superior Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 09-11-2009 |
| Michelle Lynn Bauer | USA Financial Securities Corporation | Packerland Brokerage Services, Inc. | — | 09-02-2010 |
| Brian John Witz | Woodbury Financial Services, Inc. | Packerland Brokerage Services, Inc. | $10 | 06-20-2013 |
| Donald L. Schleicher Lutcf | Woodbury Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 06-20-2013 |
| John Albert Wilke Sr. | Woodbury Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 05-21-2010 |
| Matthew Allen Trypuc | Woodbury Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 05-21-2010 |
| Jeffrey Lee Just | Woodbury Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 08-03-2009 |
| Timothy Joseph Chase | Woodbury Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 07-02-2009 |
| Randall Richard Heinzen | Woodbury Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 06-19-2009 |
| Brian Franklin Liesch | Woodbury Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 05-21-2009 |
| David Alan Lenius | Woodbury Financial Services, Inc. | Packerland Brokerage Services, Inc. | — | 04-16-2009 |
Showing 1 to 23 of 23 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.
