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

Kenneth Miedema

Maia Wealthindependent RIAIndianapolis, In IA-onlyIAPD 2384851

Feed of 09/14/2026

Also filed as Ken Miedema

At current firm

2 y

since Sep 6, 2024

In the industry

32 y

since Feb 11, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Maia Wealth independent RIA current
since Sep 6, 2024 · Indianapolis, In
J.P. Morgan Securities LLC wirehouse
Nov 5, 2014 to Sep 7, 2024 · Fishers, In
Schwab Wealth Advisory, Inc. no RAUM
Jan 3, 2012 to Nov 12, 2014 · Indianapolis, In
Charles Schwab & Co., Inc. national BD
Feb 3, 2003 to Dec 31, 2011 · Fishers (Indianapolis), In

Moves

a registration end followed by a registration begin elsewhere

J.P. Morgan Securities LLC to Maia Wealth
left Sep 7, 2024, registered Sep 6, 2024 (-1 days) · Wirehouse to independent RIA
Schwab Wealth Advisory, Inc. to J.P. Morgan Securities LLC
left Nov 12, 2014, registered Nov 5, 2014 (-7 days) · Other
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left Dec 31, 2011, registered Jan 3, 2012 (3 days) · corporate re-registration, not a move

Signals

Kenneth Miedema left J.P. Morgan Securities Llc for Maia Wealth (registered 2024-09-06)
Sep 7, 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: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address