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
John Jerold Ceaglske
Feed of 09/14/2026
At current firm
3 y
since Sep 19, 2022
In the industry
27 y
since Jan 29, 1999 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Belpointe Asset Management LLC independent RIA currentsince Sep 19, 2022 · Milwaukee, Wi
- Freedom Wealth Alliance formerFeb 22, 2022 to Sep 30, 2022 · Brookfield, Wi
- Sagepoint Financial, Inc. formerJan 18, 2018 to Feb 24, 2022 · Milwaukee, Wi
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Jan 19, 2018 · Wauwatosa, Wi
- Msi Financial Services, Inc. formerJan 2, 2015 to Mar 25, 2017 · Milwaukee, Wi
- New England Securities Corporation formerNov 16, 2012 to Jan 2, 2015 · Brookfield, Wi
- Ameriprise Financial Services, LLC national BDFeb 9, 1999 to Nov 15, 2012 · Brookfield, Wi
Moves
a registration end followed by a registration begin elsewhere
- Freedom Wealth Alliance to Belpointe Asset Management LLCleft Sep 30, 2022, registered Sep 19, 2022 (-11 days) · RIA to RIA · moved with a team
- Sagepoint Financial, Inc. to Freedom Wealth Allianceleft Feb 24, 2022, registered Feb 22, 2022 (-2 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- MML Investors Services, LLC to Sagepoint Financial, Inc.left Jan 19, 2018, registered Jan 18, 2018 (-1 days) · Other · moved with a team
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- New England Securities Corporation to Msi Financial Services, Inc.left Jan 2, 2015, registered Jan 2, 2015 (0 days) · corporate re-registration, not a move
- Ameriprise Financial Services, LLC to New England Securities Corporationleft Nov 15, 2012, registered Nov 16, 2012 (1 days) · Other
Signals
- John Jerold Ceaglske left Freedom Wealth Alliance for Belpointe Asset Management Llc (registered 2022-09-19)Sep 30, 2022 · Advisor changed firm · fact
- John Jerold Ceaglske left Sagepoint Financial, Inc. for Freedom Wealth Alliance (registered 2022-02-22)Feb 24, 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