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
Melissa Jacquelyn OlsonLPL Financial LLCU.S. Bancorp Investments, Inc.03-10-2020
Kevin D McCloudU.S. Bancorp Investments, Inc.U.S. Bancorp Investments, Inc.01-10-2020
Sonia L Wasniak-BohnNicolet Advisory Services, LLCU.S. Bancorp Investments, Inc.09-13-2019
Kelly J FranceLPL Financial LLCU.S. Bancorp Investments, Inc.07-17-2019
Aaron T OlsonWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.03-12-2019
Anthony M. UrsettiLPL Financial LLCU.S. Bancorp Investments, Inc.02-04-2019
Nicholas Jay TomanEmpowered Financial Investments, LLCU.S. Bancorp Investments, Inc.01-10-2019
Ryan Robert GresmerMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.01-02-2019
Cory Lee WrightAmeriprise Financial Services, LLCU.S. Bancorp Investments, Inc.08-02-2018
Charles Edward ZwiefelhoferLPL Financial LLCU.S. Bancorp Investments, Inc.01-24-2018
Ashley Marie AmstadtBMO Harris Financial Advisors, Inc.U.S. Bancorp Investments, Inc.12-19-2017
Stephanie Ann RautioGWFS Equities, Inc.U.S. Bancorp Investments, Inc.11-15-2017
Keith Leslie HendricksINVEST Financial CorporationU.S. Bancorp Investments, Inc.11-03-2017
Jeremiah Daniel KathWealthspire Capital, LLCU.S. Bancorp Investments, Inc.$10010-23-2017
Travis John KrakerAmeriprise Financial Services, LLCU.S. Bancorp Investments, Inc.$2902-03-2017
Song-Sil AlexanderLPL Financial LLCU.S. Bancorp Investments, Inc.$5006-30-2016
Daniel Steven AlexanderLPL Financial LLCU.S. Bancorp Investments, Inc.06-30-2016
Steven J. MerlineLPL Financial LLCU.S. Bancorp Investments, Inc.$1010-05-2015
Patrick David MeisterLPL Financial LLCU.S. Bancorp Investments, Inc.$5007-01-2015
Jeremy Charles PfaffBMO Harris Financial Advisors, Inc.U.S. Bancorp Investments, Inc.06-24-2015
Tim Russell GerdsJ.W. Cole Financial, Inc.U.S. Bancorp Investments, Inc.05-01-2015
Ronald David JahnkeAssociated Investment Services, Inc.U.S. Bancorp Investments, Inc.09-12-2014
Nathan W. RainboltInvestment Centers of America, Inc.U.S. Bancorp Investments, Inc.$10007-02-2014
Esther Ezekiel InyangPNC InvestmentsU.S. Bancorp Investments, Inc.05-21-2013
Alan Scott SternbergJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.$15003-11-2013
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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.