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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Lee KramarPruco Securities, LLC.Thrivent Investment Management Inc.$2506-11-2019
Matthew William BeckerOneAmerica Securities, Inc.Thrivent Investment Management Inc.03-04-2019
Landon Richard WieseFirst Allied Securities, Inc.Thrivent Investment Management Inc.11-02-2018
Jay David LandremanEdward JonesThrivent Investment Management Inc.06-15-2018
Charles John KraftAllstate Financial Services, LLCThrivent Investment Management Inc.06-08-2018
Tina Marie GrenlieEdward JonesThrivent Investment Management Inc.05-25-2018
Drew James AshlandMillborn Advisors, LtdThrivent Investment Management Inc.05-14-2018
Mark John Melby HoffmanMillborn Advisors, LtdThrivent Investment Management Inc.05-14-2018
Kasey Clinton SipiorskiMML Investors Services, LLCThrivent Investment Management Inc.05-07-2018
Gregory Paul SchauerAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.04-09-2018
Kevin Jay MaloneyU.S. Bancorp Investments, Inc.Thrivent Investment Management Inc.$1010-31-2017
Curtis Alan BohmPruco Securities, LLC.Thrivent Investment Management Inc.08-15-2017
Guy Raymond MccauleyPruco Securities, LLC.Thrivent Investment Management Inc.05-22-2017
Kristi Nicole KennedyINVEST Financial CorporationThrivent Investment Management Inc.05-18-2017
Joseph JostAmeriprise Financial Services, Inc.Thrivent Investment Management Inc.03-29-2017
Barry Scott ArnoldGlobal View Capital Management, LTDThrivent Investment Management Inc.02-20-2017
Cody Nicholas RickawayCambridge Investment Research, Inc.Thrivent Investment Management Inc.$1001-27-2017
Joel Stuart MerrittDiversified Management IncThrivent Investment Management Inc.01-20-2017
Jacqueline Ann SzczepanskiWoodbury Financial Services, Inc.Thrivent Investment Management Inc.12-02-2016
Paula Rae SimonJ.P. Morgan Securities LLCThrivent Investment Management Inc.09-16-2016
Krista Marie JohnsonCUNA Brokerage Services, Inc.Thrivent Investment Management Inc.$106-10-2016
James Gerard LonickPruco Securities, LLC.Thrivent Investment Management Inc.04-11-2016
Aaron Kyle BohmAssociated Investment Services, Inc.Thrivent Investment Management Inc.$15003-17-2016
Matthew Ross KrenkeASC Wealth & Retirement Advisors LLCThrivent Investment Management Inc.02-19-2016
Jody Marie SheaTransamerica Financial Advisors, IncThrivent Investment Management Inc.09-25-2015
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Showing 1 to 25 of 54 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.

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