Rebecca Erin Oelrich
|Firm joining||BerganKDV Wealth Management, LLC|
|Firm leaving||Northwestern Mutual Investment Services, LLC|
|Adviser(s) location||Minneapolis, MN|
|Date||December 05, 2014|
Latest Moves to BerganKDV Wealth Management, LLC
|Theodore Michael Nahas||December 05, 2014|
|Rebecca Erin Oelrich||December 05, 2014|
|Matthew Alexander Cosgriff||December 05, 2014|
Disclaimer: 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.
Firms Losing Advisers
- â€¢ Summit Brokerage Services, Inc.
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Morgan Stanley
Firms Gaining Advisers
- â€¢ Cetera Advisor Networks LLC
- â€¢ LPL Financial LLC
- â€¢ Raymond James Financial Services, Inc.
- â€¢ Cambridge Investment Research, Inc.