DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C••••••• W•••••••••

W••••••••• G••••state registeredMadison, Wi IA-onlyIAPD 1438270

Feed of 09/15/2026

Also filed as C••••••• Wulschleger

At current firm

1 y

since Aug 18, 2025

In the industry

40 y

since Jan 21, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W••••••••• G•••• state registered current
since Aug 18, 2025 · Madison, Wi
O•••• W•••••• I••• BD affiliated
Jan 19, 2024 to Aug 5, 2025 · Verona, Wi
W••••••• F•••••••• S•••••••• I••• former
Dec 6, 2019 to Jan 19, 2024 · Fitchburg, Wi
C••••• A•••••• N••••••• L•• former
May 2, 2013 to Dec 17, 2019 · Madison, Wi
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Jan 2, 2013 to Jan 23, 2013 · Verona, Wi
S••••••• I••••••••• I••• former
Sep 26, 2011 to Apr 29, 2013 · Madison, Wi

Moves

a registration end followed by a registration begin elsewhere

O•••• W•••••• I••• to W••••••••• G••••
left Aug 5, 2025, registered Aug 18, 2025 (13 days) · Affiliated broker-dealer or bank to a state-registered adviser
W••••••• F•••••••• S•••••••• I••• to O•••• W•••••• I•••
left Jan 19, 2024, registered Jan 19, 2024 (0 days) · corporate re-registration, not a move
C••••• A•••••• N••••••• L•• to W••••••• F•••••••• S•••••••• I•••
left Dec 17, 2019, registered Dec 6, 2019 (-11 days) · Affiliated broker-dealer or bank to another · moved with a team
S••••••• I••••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Apr 29, 2013, registered Jan 2, 2013 (-117 days) · Other
C•••••••• I••••••••• R••••••• A•••••••• I••• to C••••• A•••••• N••••••• L••
left Jan 23, 2013, registered May 2, 2013 (99 days) · Other

Signals

C••••••• W••••••••• left O•••• W•••••• I••• for W••••••••• G•••• (registered 2025-08-18)
Aug 5, 2025 · a•••••• firm change · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address