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

Michelle R Schroeder

Ameritas Advisory Services, LLCBD affiliatedSylvania, Ohdual registrantIAPD 2548818

Feed of 09/14/2026

Also filed as Michelle R Okenka

At current firm

0 y

since Sep 24, 2025

In the industry

26 y

since Apr 5, 2000 (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

Ameritas Advisory Services, LLC BD affiliated current
since Sep 24, 2025 · Sylvania, Oh
Fifth Third Securities, Inc. BD affiliated
Apr 5, 2024 to Sep 25, 2025 · Cincinnati, Oh
Huntington Financial Advisors BD affiliated
Jan 31, 2017 to May 18, 2023 · Lambertville, Mi
Osaic Wealth, Inc. BD affiliated
Jul 5, 2013 to Dec 31, 2016 · Scottsdale, Az
Rehmann Wealth independent RIA
Oct 24, 2012 to Dec 10, 2012 · Toledo, Oh
Nrp Advisors, Inc. unclassified
Mar 5, 2008 to Nov 2, 2010 · Bryan, Oh
Nrp Financial, Inc. unclassified
Sep 14, 2005 to Oct 20, 2008 · Independence, Oh
Keybanc Capital Markets Inc. unclassified
Sep 21, 2004 to Sep 2, 2005 · Oregon, Oh

Moves

a registration end followed by a registration begin elsewhere

Fifth Third Securities, Inc. to Ameritas Advisory Services, LLC
left Sep 25, 2025, registered Sep 24, 2025 (-1 days) · Affiliated broker-dealer or bank to another
Huntington Financial Advisors to Fifth Third Securities, Inc.
left May 18, 2023, registered Apr 5, 2024 (323 days) · Affiliated broker-dealer or bank to another · moved with a team
Osaic Wealth, Inc. to Huntington Financial Advisors
left Dec 31, 2016, registered Jan 31, 2017 (31 days) · Other
Rehmann Wealth to Osaic Wealth, Inc.
left Dec 10, 2012, registered Jul 5, 2013 (207 days) · Other
Nrp Advisors, Inc. to Rehmann Wealth
left Nov 2, 2010, registered Oct 24, 2012 (722 days) · Other
Nrp Financial, Inc. to Nrp Advisors, Inc.
left Oct 20, 2008, registered Mar 5, 2008 (-229 days) · corporate re-registration, not a move
Keybanc Capital Markets Inc. to Nrp Financial, Inc.
left Sep 2, 2005, registered Sep 14, 2005 (12 days) · Other

Signals

Michelle R Schroeder left Fifth Third Securities, Inc. for Ameritas Advisory Services, Llc (registered 2025-09-24)
Sep 25, 2025 · Advisor changed firm · fact
Michelle R Schroeder left Huntington Financial Advisors for Fifth Third Securities, Inc. (registered 2024-04-05)
May 18, 2023 · 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address