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.
Brent Melvin Sears
- Title
- Presidentreportedguidancefinancialplanning.comfirm site, Sep 15, 2026
- Designations
- CFP, ChFCreportedguidancefinancialplanning.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedguidancefinancialplanning.com“Having spent over 20 years in the financial services industry, Brent has experienced some of the most challenging years we’ve seen in decades in the financial markets.”
- Professional profile
- guidancefinancialplanning.com/team/brent-searsreportedguidancefinancialplanning.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.
- Demars Financial Group LLC independent RIA currentsince Jan 15, 2020 · Spokane Valley, Wa
- Centaurus Financial, Inc. BD affiliatedAug 25, 2010 to Jan 20, 2020 · Seattle, Wa
- Investment Advisors International, Inc. unclassifiedJan 23, 2008 to Aug 27, 2010 · Spokane Valley, Wa
- Centaurus Financial, Inc. to Demars Financial Group LLCleft Jan 20, 2020, registered Jan 15, 2020 (-5 days) · Affiliated broker-dealer or bank to independent RIA
- Investment Advisors International, Inc. to Centaurus Financial, Inc.left Aug 27, 2010, registered Aug 25, 2010 (-2 days) · Other
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