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.
Feed of 09/14/2026
Also filed as Kurt Maurice Mihelich
At current firm
2 y
since Jun 12, 2024
In the industry
30 y
since Dec 29, 1995 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Oarsman Capital, Inc independent RIA currentsince Jun 12, 2024 · Milwaukee, Wi
- Global Retirement Partners LLC institutionalDec 1, 2017 to May 3, 2024 · Wauwatosa, Wi
- Three Lakes Securities, LLC unclassifiedJun 15, 2011 to Dec 1, 2017 · Madison, Wi
- Coordinated Capital Securities, Inc. independent RIAFeb 24, 2010 to Nov 30, 2017 · Fort Atkinson, Wi
- New York Life Investment Management LLC asset managerApr 14, 2003 to Nov 4, 2009 · Parsippany, Nj
- Robert W. Baird & Co. Incorporated mixed wealthMay 3, 2000 to Mar 31, 2003 · Milwaukee, Wi
Moves
a registration end followed by a registration begin elsewhere
- Global Retirement Partners LLC to Oarsman Capital, Incleft May 3, 2024, registered Jun 12, 2024 (40 days) · Other
- Three Lakes Securities, LLC to Global Retirement Partners LLCleft Dec 1, 2017, registered Dec 1, 2017 (0 days) · Other · moved with a team
- Coordinated Capital Securities, Inc. to Three Lakes Securities, LLCleft Nov 30, 2017, registered Jun 15, 2011 (-2360 days) · Other · moved with a team
- New York Life Investment Management LLC to Coordinated Capital Securities, Inc.left Nov 4, 2009, registered Feb 24, 2010 (112 days) · Other
- Robert W. Baird & Co. Incorporated to New York Life Investment Management LLCleft Mar 31, 2003, registered Apr 14, 2003 (14 days) · Other
Signals
- Kurt Mihelich left Global Retirement Partners Llc for Oarsman Capital, Inc (registered 2024-06-12)May 3, 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address