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.
Registered advisor
Mark Turner Riefer
Feed of 09/15/2026
Also filed as Mark T Riefer
At current firm
0 y
since Nov 3, 2025
In the industry
36 y
since Aug 24, 1990 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Nov 3, 2025 · Rolla, Mo
- Wise Wealth, LLC formerJan 26, 2024 to Dec 3, 2025 · Lee'S Summit, Mo
- Bright Portfolios, LLC asset managerJan 26, 2024 to Aug 18, 2025 · Lee'S Summit, Mo
- Clear Money Path unclassifiedFeb 17, 2009 to Jan 31, 2024 · Rolla, Mo
Moves
a registration end followed by a registration begin elsewhere
- Wise Wealth, LLC to Wealth Enhancement Advisory Services, LLCleft Dec 3, 2025, registered Nov 3, 2025 (-30 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Bright Portfolios, LLC to Wise Wealth, LLCleft Aug 18, 2025, registered Jan 26, 2024 (-570 days) · Other
- Clear Money Path to Bright Portfolios, LLCleft Jan 31, 2024, registered Jan 26, 2024 (-5 days) · Other
Signals
- Mark Turner Riefer left Wise Wealth, Llc for Wealth Enhancement Advisory Services, Llc (registered 2025-11-03)Dec 3, 2025 · Advisor changed firm · fact
- Mark Turner Riefer left Bright Portfolios, Llc for Wise Wealth, Llc (registered 2024-01-26)Aug 18, 2025 · Advisor changed firm · fact
- Mark Turner Riefer left Clear Money Path for Bright Portfolios, Llc (registered 2024-01-26)Jan 31, 2024 · Advisor changed firm · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address