DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

IGNITE PLANNERS LLC

CRD 289797

SAN CLEMENTE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:499bb3c2-ca93-e07a-9af5-623b9edd6193

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 12
On other graphs: 0
Observed: Oct 13, 2017 to Aug 3, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 25
RAUM per advisor: $45.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 38
Advisory employees: 38
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 4,614
Individual clients: 4,155
High net worth clients: 450
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $637,000
SEC number: 801-112029
CIK: 1849348
CRD: 289797
Filings on the tape: 41
First filed: Oct 13, 2017
Latest filed: Aug 3, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY HOWARD COOLEY	Certified Financial Planner	Corinth, MS \| SAN CLEMENTE, CA	8	29	2	no
JENA ELIZABETH SCHUSTER	n/a	San Clemente, CA	7	28	3	yes
KENNETH CLEO JOHNSON	n/a	SAN CLEMENTE, CA \| TRINITY, AL	6	29	2	no
DOMINICK ANTHONY ZIZZO	n/a	SAN CLEMENTE, CA	5	25	n/a	no
DAVID JOHN ALLRED	n/a	SAN CLEMENTE, CA \| South Jordan, UT	3	32	3	no
RONALD WILLIAM HADA	Certified Financial Planner	SAN CLEMENTE, CA \| South Jordan, UT	3	27	4	no
JOEL DAVID SLATTER	n/a	South Jordan, UT \| SAN CLEMENTE, CA	3	21	4	yes
CHACE TEJLER ADAMS	Certified Financial Planner	SAN CLEMENTE, CA \| South Jordan, UT	3	12	3	no
LEONARD EMIL MOULIN	Chartered Financial Analyst	SAN CLEMENTE, CA	3	18	3	yes
Hunter Jefcoat	n/a	SAN CLEMENTE, CA \| CORINTH, MS	3	14	n/a	no
Stephen Mark Swensen	n/a	SAN CLEMENTE, CA \| South Jordan, UT	3	13	4	no
Jaxson Allred	n/a	SAN CLEMENTE, CA \| South Jordan, UT	2	13	n/a	no
Wesley Archer Haynes	n/a	SAN CLEMENTE, CA \| Corinth, MS	2	13	n/a	no
KWINTONE WADE HOUBERG-LAWTON	n/a	South Jordan, UT \| SAN CLEMENTE, CA	2	20	4	no
JIMMY DALE LONG	n/a	SAN CLEMENTE, CA \| Natchitoches, LA	2	34	11	no
Jacob Teancum Allred	n/a	SAN CLEMENTE, CA \| South Jordan, UT	2	13	n/a	no
Jordan Carter Allred	n/a	SAN CLEMENTE, CA \| South Jordan, UT	1	12	n/a	no
Gavin John Fronk	n/a	SAN CLEMENTE, CA \| SOUTH JORDAN, UT	1	12	n/a	no
Maureen Ming-yuan Tsu	Certified Financial Planner	Irvine, CA \| SAN CLEMENTE, CA	1	42	3	no
Charles Brian Conners	Certified Financial Planner	SAN CLEMENTE, CA \| Irvine, CA	1	33	3	no
Andrew David Tsu	n/a	Irvine, CA \| SAN CLEMENTE, CA	1	16	2	no
Conner Taylor	n/a	South Jordan, UT \| SAN CLEMENTE, CA	0	11	n/a	no
Marshall Okerlund	n/a	SAN CLEMENTE, CA \| South Jordan, UT	0	11	n/a	no
Samuel Scott Schofield	n/a	South Jordan, UT \| SAN CLEMENTE, CA	0	10	n/a	no
ANDREW BURTON LABAS	Certified Financial Planner	Corinth, MS \| SAN CLEMENTE, CA	0	23	3	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HELION STRATEGIES MERIDIAN FUND, LLC	n/a	$22.5M	Aug 3, 2026	100	Aug 3, 2026	reported	021-559725
HELION STRATEGIES HORIZON FUND, LLC	n/a	$0	Aug 3, 2026	100	Aug 3, 2026	reported	021-554019

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALLRED, DAVID, JOHN	MANAGING MEMBER	C	yes	11/2022	Aug 3, 2026	Aug 3, 2026
COOLEY, GREGORY, HOWARD	MANAGING MEMBER	C	yes	11/2017	Aug 3, 2026	Aug 3, 2026
LABAS, ANDREW, BURTON	MANAGING MEMBER	C	yes	11/2017	Aug 3, 2026	Aug 3, 2026
SCHUSTER, JENA, ELIZABETH	MANAGING MEMBER	C	yes	11/2017	Aug 3, 2026	Aug 3, 2026
ZIZZO, DOMINICK, ANTHONY	CHIEF COMPLIANCE OFFICER	Na	yes	11/2018	Aug 3, 2026	Aug 3, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SOUTH JORDAN	Ut	United States	10	yes
Corinth	Ms	United States	3	yes
Collins	Ms	United States	2	yes
Trinity	Al	United States	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$1.1B	$1.0B	36	36	7	2	n/a
2024	Jan 28, 2025	$942M	$822M	36	36	7	n/a	n/a
2023	Jan 29, 2024	$716M	$716M	31	31	5	n/a	n/a
2022	Feb 27, 2023	$686M	$686M	29	29	6	n/a	n/a
2021	Feb 3, 2022	$364M	$364M	9	7	4	n/a	n/a
2020	Mar 4, 2021	$346M	$346M	9	8	5	n/a	n/a
2019	Feb 15, 2020	$139M	$139M	10	4	3	n/a	n/a
2018	Feb 1, 2019	$131M	$131M	8	4	3	n/a	n/a
2017	Mar 9, 2018	$144M	$144M	5	5	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	6	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$942M	20.7%	$686M	18.3%	38	36	7	7

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WESTERN INTERNATIONAL SECURITIES	3	Feb 7, 2025	Mar 25, 2025	IRVINE, CA	Team lift out	Ibd to RIA	1.5%
SB WEALTH	2	Nov 28, 2022	Nov 21, 2022	SAN CLEMENTE, CA	Team lift out	RIA to RIA	100.0%
FORESIGHT WEALTH MANAGEMENT, LLC	2	Nov 11, 2022	Sep 26, 2022	DRAPER, UT	Team lift out	RIA to RIA	25.0%
CETERA ADVISOR NETWORKS LLC	2	Aug 29, 2018	Jul 17, 2026	CORINTH, MS	Team lift out	Ibd to RIA	0.4%

Relationships

Registered with (27)

← ANDREW BURTON LABASAdvisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← Marshall OkerlundAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← Samuel Scott SchofieldAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← Conner TaylorAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← Maureen Ming-yuan TsuAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← Charles Brian ConnersAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← Andrew David TsuAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← Gavin John FronkAdvisorregistration: current employment
Nov 14, 2024 to presentfactForm ADV
← Jordan Carter AllredAdvisorregistration: current employment
Oct 18, 2024 to presentfactForm ADV
← JIMMY DALE LONGAdvisorregistration: current employment
Apr 3, 2024 to presentfactForm ADV
← Jacob Teancum AllredAdvisorregistration: current employment
Apr 3, 2024 to presentfactForm ADV
← KWINTONE WADE HOUBERG-LAWTONAdvisorregistration: current employment
Dec 6, 2023 to presentfactForm ADV
← Jaxson AllredAdvisorregistration: current employment
Oct 1, 2023 to presentfactForm ADV
← Wesley Archer HaynesAdvisorregistration: current employment
Oct 1, 2023 to presentfactForm ADV
← Stephen Mark SwensenAdvisorregistration: current employment
Mar 27, 2023 to presentfactForm ADV
← Hunter JefcoatAdvisorregistration: current employment
Nov 28, 2022 to presentfactForm ADV
← LEONARD EMIL MOULINAdvisorregistration: current employment
Nov 21, 2022 to presentfactForm ADV
← DAVID JOHN ALLREDAdvisorregistration: current employment
Sep 26, 2022 to presentfactForm ADV
← RONALD WILLIAM HADAAdvisorregistration: current employment
Sep 26, 2022 to presentfactForm ADV
← JOEL DAVID SLATTERAdvisorregistration: current employment
Sep 26, 2022 to presentfactForm ADV
← CHACE TEJLER ADAMSAdvisorregistration: current employment
Sep 26, 2022 to presentfactForm ADV
← DOMINICK ANTHONY ZIZZOAdvisorregistration: current employment
Jun 7, 2021 to presentfactForm ADV
← KENNETH CLEO JOHNSONAdvisorregistration: current employment
Apr 29, 2020 to presentfactForm ADV
← JENA ELIZABETH SCHUSTERAdvisorregistration: current employment
Jan 28, 2019 to presentfactForm ADV
← GREGORY HOWARD COOLEYAdvisorregistration: current employment
Jan 11, 2018 to presentfactForm ADV
← BRENT MICHAEL PAHNKEAdvisorregistration: previous registration
Jan 11, 2018 to Jan 22, 2024factForm ADV
← KRISTIN HOLLY MATAAdvisorregistration: previous registration
Jan 7, 2020 to Jan 18, 2022factForm ADV

Moved with (4)

← CETERA ADVISOR NETWORKS LLCRegistered adviser2 advisors, team lift out
Aug 29, 2018 to Jul 17, 2026factForm ADV
← WESTERN INTERNATIONAL SECURITIESRegistered adviser3 advisors, team lift out, same day
Feb 7, 2025 to Mar 25, 2025factForm ADV
← SB WEALTHRegistered adviser2 advisors, team lift out, same day
Nov 28, 2022 to Nov 21, 2022factForm ADV
← FORESIGHT WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Nov 11, 2022 to Sep 26, 2022factForm ADV

Controls (5)

← ALLRED, DAVID, JOHNOwnerMANAGING MEMBER, ownership code C, individual
Dec 9, 2022 to Oct 1, 2024factForm ADV
← COOLEY, GREGORY, HOWARDOwnerMANAGING MEMBER, ownership code C, individual
Oct 13, 2017 to Oct 1, 2024factForm ADV
← SCHUSTER, JENA, ELIZABETHOwnerMANAGING MEMBER, ownership code C, individual
Oct 13, 2017 to Oct 1, 2024factForm ADV
← ZIZZO, DOMINICK, ANTHONYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 1, 2018 to Oct 1, 2024factForm ADV
← LABAS, ANDREW, BURTONOwnerMANAGING MEMBER, ownership code C, individual
Oct 13, 2017 to Oct 1, 2024factForm ADV

Dated events

Occurred
Feb 7, 2025
Team lift-out
3 advisors left Western International Securities (Irvine, CA) for Ignite Planners LLC on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Jan 28, 2025
Regulatory AUM changed
Ignite Planners Llc reported RAUM $941.8M, up 32% from $715.8M (2024-10-01 to 2025-01-28)
Form ADVobserved 4 days ago
$226M
Occurred
Jan 29, 2024
Control person left
Michael Brent Pahnke (Managing Member) no longer on Schedule A of Ignite Planners Llc (listed 2024-01-17, absent 2024-01-29)
Form ADVobserved 4 days ago
Occurred
Jan 22, 2024
Advisor changed firm
Brent Michael Pahnke left Ignite Planners Llc for Harbour Investments, Inc. (registered 2023-11-01)
Form ADVobserved 4 days ago
Occurred
Feb 27, 2023
Regulatory AUM changed
Ignite Planners Llc reported RAUM $686.3M, up 89% from $363.5M (2023-01-09 to 2023-02-27)
Form ADVobserved 4 days ago
$323M
Occurred
Dec 9, 2022
Control person joined
John David Allred (Managing Member) appeared on Schedule A of Ignite Planners Llc
Form ADVobserved 4 days ago
Occurred
Nov 28, 2022
Team lift-out
2 advisors left SB Wealth (San Clemente, CA) for Ignite Planners LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Nov 11, 2022
Team lift-out
2 advisors left Foresight Wealth Management, LLC (Draper, UT) for Ignite Planners LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jan 18, 2022
Advisor changed firm
Kristin Holly Mata left Ignite Planners Llc for Independent Financial Group, Llc (registered 2021-12-17)
Form ADVobserved 4 days ago
Occurred
Mar 4, 2021
Regulatory AUM changed
Ignite Planners Llc reported RAUM $346.4M, up 149% from $139.3M (2020-06-18 to 2021-03-04)
Form ADVobserved 4 days ago
$207M
Occurred
Feb 15, 2020
Control person joined
Michael Brent Pahnke (Managing Member) appeared on Schedule A of Ignite Planners Llc
Form ADVobserved 4 days ago
Occurred
Oct 13, 2017
First Form ADV filing
Camden Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:499bb3c2-ca93-e07a-9af5-623b9edd6193
First observed: Oct 13, 2017
Last observed: Aug 3, 2026 47 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IGNITE PLANNERS LLC

CRD 289797

SAN CLEMENTE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:499bb3c2-ca93-e07a-9af5-623b9edd6193

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY HOWARD COOLEY

Certified Financial Planner

Corinth, MS | SAN CLEMENTE, CA

JENA ELIZABETH SCHUSTER

n/a

San Clemente, CA

yes

KENNETH CLEO JOHNSON

n/a

SAN CLEMENTE, CA | TRINITY, AL

DOMINICK ANTHONY ZIZZO

n/a

SAN CLEMENTE, CA

n/a

DAVID JOHN ALLRED

n/a

SAN CLEMENTE, CA | South Jordan, UT

RONALD WILLIAM HADA

Certified Financial Planner

SAN CLEMENTE, CA | South Jordan, UT

JOEL DAVID SLATTER

n/a

South Jordan, UT | SAN CLEMENTE, CA

yes

CHACE TEJLER ADAMS

Certified Financial Planner

SAN CLEMENTE, CA | South Jordan, UT

LEONARD EMIL MOULIN

Chartered Financial Analyst

SAN CLEMENTE, CA

yes

Hunter Jefcoat

n/a

SAN CLEMENTE, CA | CORINTH, MS

n/a

Stephen Mark Swensen

n/a

SAN CLEMENTE, CA | South Jordan, UT

Jaxson Allred

n/a

SAN CLEMENTE, CA | South Jordan, UT

n/a

Wesley Archer Haynes

n/a

SAN CLEMENTE, CA | Corinth, MS

n/a

KWINTONE WADE HOUBERG-LAWTON

n/a

South Jordan, UT | SAN CLEMENTE, CA

JIMMY DALE LONG

n/a

SAN CLEMENTE, CA | Natchitoches, LA

Jacob Teancum Allred

n/a

SAN CLEMENTE, CA | South Jordan, UT

n/a

Jordan Carter Allred

n/a

SAN CLEMENTE, CA | South Jordan, UT

n/a

Gavin John Fronk

n/a

SAN CLEMENTE, CA | SOUTH JORDAN, UT

n/a

Maureen Ming-yuan Tsu

Certified Financial Planner

Irvine, CA | SAN CLEMENTE, CA

Charles Brian Conners

Certified Financial Planner

SAN CLEMENTE, CA | Irvine, CA

Andrew David Tsu

n/a

Irvine, CA | SAN CLEMENTE, CA

Conner Taylor

n/a

South Jordan, UT | SAN CLEMENTE, CA

n/a

Marshall Okerlund

n/a

SAN CLEMENTE, CA | South Jordan, UT

n/a

Samuel Scott Schofield

n/a

South Jordan, UT | SAN CLEMENTE, CA

n/a

ANDREW BURTON LABAS

Certified Financial Planner

Corinth, MS | SAN CLEMENTE, CA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HELION STRATEGIES MERIDIAN FUND, LLC

n/a

$22.5M

Aug 3, 2026

100

Aug 3, 2026

reported

021-559725

HELION STRATEGIES HORIZON FUND, LLC

n/a

Aug 3, 2026

100

Aug 3, 2026

reported

021-554019

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLRED, DAVID, JOHN

MANAGING MEMBER

yes

11/2022

Aug 3, 2026

COOLEY, GREGORY, HOWARD

MANAGING MEMBER

yes

11/2017

Aug 3, 2026

LABAS, ANDREW, BURTON

MANAGING MEMBER

yes

11/2017

Aug 3, 2026

SCHUSTER, JENA, ELIZABETH

MANAGING MEMBER

yes

11/2017

Aug 3, 2026

ZIZZO, DOMINICK, ANTHONY

CHIEF COMPLIANCE OFFICER

yes

11/2018

Aug 3, 2026

City

State

Country

Employees

Also broker-dealer

SOUTH JORDAN

United States

yes

Corinth

United States

yes

Collins

United States

yes

Trinity

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$1.1B

$1.0B

n/a

2024

Jan 28, 2025

$942M

$822M

n/a

2023

Jan 29, 2024

$716M

n/a

2022

Feb 27, 2023

$686M

n/a

2021

Feb 3, 2022

$364M

n/a

2020

Mar 4, 2021

$346M

n/a

2019

Feb 15, 2020

$139M

n/a

2018

Feb 1, 2019

$131M

n/a

2017

Mar 9, 2018

$144M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$942M

20.7%

$686M

18.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WESTERN INTERNATIONAL SECURITIES

Feb 7, 2025

Mar 25, 2025

IRVINE, CA

Team lift out

Ibd to RIA

1.5%

SB WEALTH

Nov 28, 2022

Nov 21, 2022

SAN CLEMENTE, CA

Team lift out

RIA to RIA

100.0%

FORESIGHT WEALTH MANAGEMENT, LLC

Nov 11, 2022

Sep 26, 2022

DRAPER, UT

Team lift out

RIA to RIA

25.0%

CETERA ADVISOR NETWORKS LLC

Aug 29, 2018

Jul 17, 2026

CORINTH, MS

Team lift out

Ibd to RIA

0.4%