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.
T••••• A••••• K•••••
- Title
- Partner Integration Advisorreportedcredentwealth.comfirm site, Sep 15, 2026
- Business email
- tom.knippa@credentwealth.comreportedcredentwealth.comfirm site, Sep 15, 2026
- Direct business phone
- 260-333-5321reportedcredentwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C• I••••••••• L•• independent RIA currentsince Oct 16, 2018 · Auburn, In
- P••••••• W••••• P••••••• L•• formerMay 2, 2022 to Oct 25, 2022 · Plano, Tx
- C•• A•••••••• L•• no RAUMMay 17, 2019 to Sep 22, 2020 · Auburn, In
- C•• T•••• formerOct 8, 2002 to Nov 27, 2018 · Dallas, Tx
- L•• F•••••••• L•• BD affiliatedJun 28, 2002 to Jul 13, 2015 · Plano, Tx
- P••••••• W••••• P••••••• L•• to no registered destinationleft Oct 25, 2022 · Departure, no registered destination
- C•• A•••••••• L•• to P••••••• W••••• P••••••• L••left Sep 22, 2020, registered May 2, 2022 (587 days) · RIA to RIA
- C•• T•••• to C• I••••••••• L••left Nov 27, 2018, registered Oct 16, 2018 (-42 days) · RIA to RIA · moved with a team
- L•• F•••••••• L•• to C•• T••••left Jul 13, 2015, registered Oct 8, 2002 (-4661 days) · Other · moved with a team
- T••••• A••••• K••••• no longer registered at P••••••• W••••• P••••••• L••; no later IA registration on IAPDOct 25, 2022 · Advisor departure · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address