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Advisor at FIDUCIENT ADVISORS LLC
CHICAGO, IL | Saint Louis, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | Mixed wealth | May 11, 2018 | n/a | yes | CHICAGO, IL|Saint Louis, MO | Current employment |
| BALASA DINVERNO FOLTZ LLC | Former SEC adviser | Sep 5, 2013 | Oct 14, 2015 | no | ITASCA, IL | Previous registration |
| Regentatlantic | Former SEC adviser | Jan 10, 2012 | Aug 2, 2013 | no | MORRISTOWN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BALASA DINVERNO FOLTZ LLC | FIDUCIENT ADVISORS LLC | Oct 14, 2015 | May 11, 2018 | 940 | Firm change after gap | Other |
| Regentatlantic | BALASA DINVERNO FOLTZ LLC | Aug 2, 2013 | Sep 5, 2013 | 34 | Firm change | Other |