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.

Current firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 9, 2024

First registration

Aug 14, 2024

Dual registered

no

Other names

Montana Nietert

IAPD individual key

7892916

• Occurred

  Jul 11, 2025
  Advisor changed firm

  Montana Jack Nietert left Lpl Enterprise, Llc for Schneider Downs Wealth Management Advisors, Lp (registered 2025-07-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dfab2bc9-7d86-5586-568e-c9e7d39412c6

First observed

Aug 14, 2024

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed 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.