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
Arnold Helmut Presser
Feed of 09/14/2026
At current firm
1 y
since Dec 18, 2024
In the industry
33 y
since Mar 9, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Johnson Wealth Inc. mixed wealth currentsince Dec 18, 2024 · Appleton, Wi
- Ifmg Securities, Inc. unclassifiedAug 5, 2004 to Aug 2, 2005 · Appleton, Wi
- Envestnet Portfolio Solutions, Inc. independent RIANov 1, 2002 to Jul 10, 2003 · Appleton, Wi
Moves
a registration end followed by a registration begin elsewhere
- Ifmg Securities, Inc. to Johnson Wealth Inc.left Aug 2, 2005, registered Dec 18, 2024 (7078 days) · Other
- Envestnet Portfolio Solutions, Inc. to Ifmg Securities, Inc.left Jul 10, 2003, registered Aug 5, 2004 (392 days) · Other
Signals
No dated event on this person.
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address