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
Adam Wade Weibel
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
0 y
since Mar 13, 2026
In the industry
28 y
since Apr 17, 1998 (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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Fbl Wealth Management, LLC BD affiliated currentsince Mar 13, 2026 · West Des Moines, Ia
- Osaic Wealth, Inc. BD affiliatedMar 28, 2025 to Feb 9, 2026 · Farmington, Ut
- Charles Schwab & Co., Inc. national BDJul 12, 2019 to Jul 5, 2023 · Cottonwood Heights, Ut
- Td Ameritrade Investment Management, LLC formerMar 14, 2014 to Jun 14, 2019 · Scottsdale, Az
- Td Ameritrade, Inc. formerMar 14, 2014 to Jun 14, 2019 · Scottsdale, Az
- Usaa Financial Planning Services formerMay 4, 2011 to Feb 20, 2014 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Fbl Wealth Management, LLCleft Feb 9, 2026, registered Mar 13, 2026 (32 days) · Affiliated broker-dealer or bank to another
- Charles Schwab & Co., Inc. to Osaic Wealth, Inc.left Jul 5, 2023, registered Mar 28, 2025 (632 days) · Affiliated broker-dealer or bank to another
- Td Ameritrade Investment Management, LLC to Charles Schwab & Co., Inc.left Jun 14, 2019, registered Jul 12, 2019 (28 days) · RIA to affiliated broker-dealer or bank
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Jun 14, 2019, registered Mar 14, 2014 (-1918 days) · channel change inside one enterprise, not a move
- Usaa Financial Planning Services to Td Ameritrade, Inc.left Feb 20, 2014, registered Mar 14, 2014 (22 days) · Other
Signals
- Adam Wade Weibel left Osaic Wealth, Inc. for Fbl Wealth Management, Llc (registered 2026-03-13)Feb 9, 2026 · Advisor changed firm · fact
- Adam Wade Weibel left Charles Schwab & Co., Inc. for Osaic Wealth, Inc. (registered 2025-03-28)Jul 5, 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address