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
Brad William Michels
Certified Financial Planner
Feed of 09/15/2026
At current firm
2 y
since Jun 27, 2024
In the industry
27 y
since Aug 12, 1999 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
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
- Cx Institutional, LLC independent RIA currentsince Jun 27, 2024 · Auburn, In
- Financial Architects, Inc unclassifiedMay 1, 2013 to Oct 18, 2022 · Louisville, Ky
- Wealthcare Capital Management LLC independent RIAJun 8, 2012 to Aug 2, 2022 · Floyds Knobs, In
- Concentric Fiduciary Advisors unclassifiedFeb 4, 2010 to Jun 12, 2012 · Floyds Knobs, In
- Transamerica Financial Advisors, LLC BD affiliatedMar 5, 2009 to Oct 27, 2009 · Floyds Knobs, In
- Transamerica Investment Management, LLC unclassifiedMar 31, 2004 to Mar 11, 2009 · Dayton , Oh
Moves
a registration end followed by a registration begin elsewhere
- Financial Architects, Inc to Cx Institutional, LLCleft Oct 18, 2022, registered Jun 27, 2024 (618 days) · Other
- Wealthcare Capital Management LLC to Financial Architects, Incleft Aug 2, 2022, registered May 1, 2013 (-3380 days) · Other
- Concentric Fiduciary Advisors to Wealthcare Capital Management LLCleft Jun 12, 2012, registered Jun 8, 2012 (-4 days) · Other
- Transamerica Financial Advisors, LLC to Concentric Fiduciary Advisorsleft Oct 27, 2009, registered Feb 4, 2010 (100 days) · Other
- Transamerica Investment Management, LLC to Transamerica Financial Advisors, LLCleft Mar 11, 2009, registered Mar 5, 2009 (-6 days) · Other
Signals
- Brad William Michels left Financial Architects, Inc for Cx Institutional, Llc (registered 2024-06-27)Oct 18, 2022 · Advisor changed firm · fact
- Brad William Michels left Wealthcare Capital Management Llc for Financial Architects, Inc (registered 2013-05-01)Aug 2, 2022 · 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address