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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joel Nicholas RevakThrivent Investment Management Inc.LPL Financial LLC02-05-2019
Sherri Lynn HalversonThrivent Investment Management Inc.Robert W. Baird & Co. Incorporated$15012-04-2017
Eric Paul HeinzThrivent Investment Management Inc.SII Investments, Inc.09-27-2017
Ryan James ThorpeThrivent Investment Management Inc.BMO Harris Financial Advisors, Inc.08-09-2017
Jay David LandremanThrivent Investment Management Inc.Edward Jones10-26-2016
Michelle Marie OldhamThrivent Investment Management Inc.GWFS Equities, Inc.10-03-2016
Randall Stuart KurtzThrivent Investment Management Inc.J.P. Morgan Securities LLC04-15-2016
Jessica Lynn DontjeThrivent Investment Management Inc.Country Capital Management Company01-28-2016
Joel Stuart MerrittThrivent Investment Management Inc.Ameriprise Financial Services, Inc.01-28-2016
Jason Lawrence MascittiThrivent Investment Management Inc.Filbrandt Investment Advisers Incorporated11-17-2015
Susan Marie PowellThrivent Investment Management Inc.SII Investments, Inc.$111-10-2015
Jonathan Robert WiegandThrivent Investment Management Inc.Investment Centers of America, Inc.10-01-2015
Kristin Lenee ReeseThrivent Investment Management Inc.BMO Harris Financial Advisors, Inc.04-30-2015
Thomas Patrick McneillThrivent Investment Management Inc.Associated Investment Services, Inc.12-08-2014
Janelle L BinsfeldThrivent Investment Management Inc.LPL Financial LLC08-28-2014
Laura Jean BarnardThrivent Investment Management Inc.BMO Harris Financial Advisors, Inc.08-19-2014
Peter Joseph KaplerThrivent Investment Management Inc.Wells Fargo Funds Distributor, LLC08-07-2014
William Ross ChadekThrivent Investment Management Inc.J.P. Morgan Securities LLC02-26-2014
Brady Robert EndlThrivent Investment Management Inc.Johnson Wealth Inc.$15002-17-2014
Brad Alan ZardaThrivent Investment Management Inc.AXA Advisors, LLC01-24-2014
David Fredrick OhlroggeThrivent Investment Management Inc.Commonwealth Financial Network$2512-17-2013
Laurie Maynard NeveauThrivent Investment Management Inc.Strategic Investment Advisors, LLC12-09-2013
Scott Jay BushmanThrivent Investment Management Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-06-2013
Ole Jacob WiersholmThrivent Investment Management Inc.Morgan Stanley10-04-2013
Sandra Kay YaegerThrivent Investment Management Inc.OneAmerica Securities, Inc.06-25-2013
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Showing 1 to 25 of 33 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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