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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M•••••• R•• C••••••

R••••• W• B•••• • C•• I•••••••••mixed wealthWaukesha, Widual registrantIAPD 3024246

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as M•••••• Rae Bielmeier

At current firm

0 y

since May 22, 2026

In the industry

29 y

since Nov 1, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R••••• W• B•••• • C•• I••••••••• mixed wealth current
since May 22, 2026 · Waukesha, Wi
C••••• I••••••••• A••••••• L•• BD affiliated
Sep 5, 2025 to Jun 16, 2026 · South Milwaukee, Wi
A•••••• A••••••• S••••••• former
Oct 18, 2021 to Sep 5, 2025 · South Milwaukee, Wi
O•••• W•••••• I••• BD affiliated
Nov 2, 2018 to Oct 29, 2021 · Brookfield, Wi
S••••••• I••••••••• I••• former
Mar 1, 2017 to Nov 2, 2018 · Greenfield, Wi

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to R••••• W• B•••• • C•• I•••••••••
left Jun 16, 2026, registered May 22, 2026 (-25 days) · Affiliated broker-dealer or bank to independent RIA
A•••••• A••••••• S••••••• to C••••• I••••••••• A••••••• L••
left Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
O•••• W•••••• I••• to A•••••• A••••••• S•••••••
left Oct 29, 2021, registered Oct 18, 2021 (-11 days) · Affiliated broker-dealer or bank to another
S••••••• I••••••••• I••• to O•••• W•••••• I•••
left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move

Signals

M•••••• R•• C•••••• left C••••• I••••••••• A••••••• L•• for R••••• W• B•••• • C•• I••••••••• (registered 2026-05-22)
Jun 16, 2026 · 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: Wealth manager with institutional or fund businessderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address