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 |
|---|---|---|---|---|
| Aaron Thomas Bilitz | Packerland Brokerage Services, Inc. | Thrivent Investment Management Inc. | — | 12-06-2013 |
| Alan Lee Resch | Packerland Brokerage Services, Inc. | Gradient Securities, LLC | — | 01-12-2017 |
| Andrew Ira Richman | Packerland Brokerage Services, Inc. | National Planning Corporation | — | 01-15-2009 |
| Andrew Joseph Luttrell | Packerland Brokerage Services, Inc. | World Group Securities, Inc. | — | 11-18-2011 |
| Barbara Ann Schrage | Packerland Brokerage Services, Inc. | The O.N. Equity Sales Company | — | 09-25-2019 |
| Barbara Ann Stuttgen | Packerland Brokerage Services, Inc. | Transamerica Financial Advisors, Inc | — | 08-29-2016 |
| Brent E. Nicoliasen | Packerland Brokerage Services, Inc. | Stifel, Nicolaus & Company, Incorporated | $25 | 03-27-2019 |
| Buck John Kipper | Packerland Brokerage Services, Inc. | Abacus Investments, Inc. | — | 01-06-2015 |
| Calvin Keith Van Beek | Packerland Brokerage Services, Inc. | LPL Financial LLC | $25 | 05-10-2016 |
| Christopher J Lang | Packerland Brokerage Services, Inc. | Edward Jones | — | 02-09-2009 |
| Dale Wallis Elam | Packerland Brokerage Services, Inc. | Abacus Investments, Inc. | $100 | 01-06-2015 |
| Danny D Albertson | Packerland Brokerage Services, Inc. | Cetera Advisors LLC | — | 04-16-2015 |
| David Glenn Combs | Packerland Brokerage Services, Inc. | OneAmerica Securities, Inc. | — | 04-16-2013 |
| David Joseph Stellpflug | Packerland Brokerage Services, Inc. | HBW Securities LLC | — | 07-09-2009 |
| Donna Mae Hansen | Packerland Brokerage Services, Inc. | NDX Trading, Inc. | $10 | 07-15-2013 |
| Gail Mary Thiry | Packerland Brokerage Services, Inc. | Raymond James Financial Services, Inc. | $100 | 05-10-2013 |
| Gary Allen Goldade | Packerland Brokerage Services, Inc. | Woodbury Financial Services, Inc. | — | 09-04-2012 |
| Gary Thomas Johnson | Packerland Brokerage Services, Inc. | Principal Securities, Inc. | — | 01-05-2015 |
| Geoffrey Preston Harris | Packerland Brokerage Services, Inc. | Allied Beacon Partners, Inc. | — | 06-24-2013 |
| Gregory James Cross | Packerland Brokerage Services, Inc. | New England Securities | — | 09-21-2012 |
| Issac Kou Lee | Packerland Brokerage Services, Inc. | PFS Investments Inc. | — | 04-10-2018 |
| James Edmund Ison | Packerland Brokerage Services, Inc. | Calton & Associates, Inc. | — | 05-01-2014 |
| Joel Edwin Feldkamp | Packerland Brokerage Services, Inc. | LPL Financial LLC | — | 01-26-2010 |
| John Craig Stretz | Packerland Brokerage Services, Inc. | Abacus Investments, Inc. | — | 01-06-2015 |
| Jolanta Ewa Godwod | Packerland Brokerage Services, Inc. | Stifel, Nicolaus & Company, Incorporated | $25 | 04-27-2018 |
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.
