DFX Intelligence

I•••••••• F•••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

I•••••••• F•••••••• G••••

I•••••••• F•••••••• G•••• LLC, CRD 154168

PLYMOUTH, MN

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:bd2a94fe-96c8-f942-d3a8-ef629d864af3

Data as of Mar 9, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 25
On other graphs: 1
Observed: Feb 22, 2012 to Mar 9, 2022
47 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

I•••••••• F•••••••• G••••

Investment consultant · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.3B••• Locked
Discretionary RAUM: $1.2B
Private client RAUM: $1.2Bderived••• Locked
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 26

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••••• R••••••• J•••	Member	B	yes	01/2013	Jan 28, 2013	Mar 9, 2022
B•••••••• R•••••• J••••	Member	C	yes	05/2010	Feb 22, 2012	Mar 9, 2022

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Minneapolis	Mn	United States	4	yes
Mankato	Mn	United States	2	yes
Parker	Co	United States	1	yes

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$1.3B	$1.0B	21.6%	$725M	20.5%	26	26	3	3

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
P•••••• A•••••• G••••• L••	22	Jul 25, 2022	Jan 27, 2026	PLYMOUTH, MN	Firm absorbed	RIA to ibd	95.7%

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
A••••••••• F•••••••• S•••••••• L••	2	Jun 3, 2020	Jun 30, 2020	MINNEAPOLIS, MN	Team lift out	Ibd to RIA	0.0%

Relationships

Controls (4)

← G••••••• T••••••• D••••OwnerMANAGING MEMBER, ownership code D, individual
Feb 22, 2012 to presentfactForm ADV
← B•••••••• R•••••• J••••OwnerMEMBER, ownership code C, individual
Feb 22, 2012 to presentfactForm ADV
← A•••••••• R••••••• J•••OwnerMEMBER, ownership code B, individual
Jan 28, 2013 to presentfactForm ADV
← C••••••••• T••••• S••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 31, 2021 to presentfact

Dated events

Occurred
Jul 25, 2022
Firm absorbed
I•••••••• F•••••••• G••••'s advisors moved to P•••••• A•••••• G••••• L•• (Plymouth, MN): 21 of 23 registered, on the same day
Form ADVobserved 7 days ago
21 advisors
Occurred
Jul 25, 2022
A•••••• firm change
Tyler Scott Christenson left I•••••••• F•••••••• G•••• for P•••••• A•••••• G••••• L•• (registered 2022-03-16)
Form ADVobserved 7 days ago
Occurred
Jul 25, 2022
A•••••• firm change
Troy Allen Gourde left I•••••••• F•••••••• G•••• for P•••••• A•••••• G••••• L•• (registered 2022-03-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd2a94fe-96c8-f942-d3a8-ef629d864af3
First observed: Feb 22, 2012
Last observed: Mar 9, 2022 55 months 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.

Registered with (27)

← T•••••• D•••• G••••••Advisorregistration: previous registration
Jan 4, 2011 to Jul 25, 2022factForm ADV
← PATRICK MARTIN STENSONAdvisorregistration: previous registration
Jun 22, 2015 to Jul 25, 2022factForm ADV
← R••••• J•••• B•••••••Advisorregistration: previous registration
Jan 13, 2014 to Jul 25, 2022factForm ADV
← R•••••• J••• A•••••••Advisorregistration: previous registration
Jan 13, 2014 to Jul 25, 2022factForm ADV
← STEPHEN CHRISTOPHER NORTHAdvisorregistration: previous registration
Aug 17, 2011 to Jul 25, 2022factForm ADV
← MICHAEL ROBERT VITALEAdvisorregistration: previous registration
Jan 13, 2014 to Jul 25, 2022factForm ADV
← RODNEY LYNN MEYERAdvisorregistration: previous registration
Jan 13, 2014 to Jul 25, 2022factForm ADV
← J•••• LAWRENCE CHAPPLEAdvisorregistration: previous registration
Jan 16, 2014 to Jul 25, 2022factForm ADV
← R•••••• MARK BERQUISTAdvisorregistration: previous registration
Jan 31, 2014 to Jul 25, 2022factForm ADV
← T•••• S•••• C•••••••••Advisorregistration: previous registration
Sep 18, 2013 to Jul 25, 2022factForm ADV
← PHILIP J••• A•••••••Advisorregistration: previous registration
Jan 13, 2014 to Jul 25, 2022factForm ADV
← WILLIAM SNUGGERUDAdvisorregistration: previous registration
Feb 9, 2016 to Jul 25, 2022factForm ADV
← JEFFREY ROGER DOOMAdvisorregistration: previous registration
Feb 29, 2016 to Jul 25, 2022factForm ADV
← ADAM NOAH LANDVIKAdvisorregistration: previous registration
Jan 16, 2014 to Jul 25, 2022factForm ADV
← ELIZABETH ANN DEHNAdvisorregistration: previous registration
Sep 25, 2017 to Jul 25, 2022factForm ADV
← MICHAEL T TERVOAdvisorregistration: previous registration
Sep 16, 2015 to Jul 25, 2022factForm ADV
← THOMAS ALLAN MILLERAdvisorregistration: previous registration
Feb 28, 2014 to Jul 25, 2022factForm ADV
← MATTHEW R•••••• NORLANDAdvisorregistration: previous registration
Jan 13, 2014 to Jul 25, 2022factForm ADV
← ERIC THOMAS NORMANAdvisorregistration: previous registration
Jan 13, 2014 to Jul 25, 2022factForm ADV
← EVAN J••• MEYERAdvisorregistration: previous registration
Jun 8, 2016 to Jul 25, 2022factForm ADV
← TROY ALLEN GOURDEAdvisorregistration: previous registration
Jan 13, 2014 to Jul 25, 2022factForm ADV
← Lucas J AndersonAdvisorregistration: previous registration
Jun 24, 2020 to Jul 25, 2022factForm ADV
← Connor Monahan GaarderAdvisorregistration: previous registration
Jun 30, 2020 to Jul 25, 2022factForm ADV
← MATTHEW JON FINLEYAdvisorregistration: previous registration
Jan 13, 2014 to Mar 22, 2018factForm ADV
← MIKAEL DANIEL HALLSTROMAdvisorregistration: previous registration
Nov 14, 2014 to Sep 21, 2015factForm ADV
← Daniel Paul StolfaAdvisorregistration: previous registration
Feb 13, 2015 to Sep 2, 2015factForm ADV
← Lauren GriggsAdvisorregistration: previous registration
Sep 26, 2011 to Jul 3, 2012factForm ADV