RIA Intelligence

Title

Senior Vice President, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026

Professional profile

farther.com/advisor/david-pagelsreportedfarther.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.

• F•••••• independent RIA current
  since Aug 29, 2025 · Ashland, Wi
• C••••••••• F•••••••• N•••••• national BD
  Jul 22, 2022 to Aug 25, 2025 · Ashland, Wi
• T••••••• I••••••••• M••••••••• I••• BD affiliated
  Jul 1, 2002 to Jul 25, 2022 · Ashland, Wi

• C••••••••• F•••••••• N•••••• to F••••••
  left Aug 25, 2025, registered Aug 29, 2025 (4 days) · Affiliated broker-dealer or bank to independent RIA
• T••••••• I••••••••• M••••••••• I••• to C••••••••• F•••••••• N••••••
  left Jul 25, 2022, registered Jul 22, 2022 (-3 days) · Affiliated broker-dealer or bank to another

• D•••• R••• P••••• left C••••••••• F•••••••• N•••••• for Farther (registered 2025-08-29)
  Aug 25, 2025 · Advisor changed firm · fact
• D•••• R••• P••••• left T••••••• I••••••••• M••••••••• I••• for C••••••••• F•••••••• N•••••• (registered 2022-07-22)
  Jul 25, 2022 · Advisor changed firm · 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

27derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address