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 Michael Wildern
Certified Financial Planner
Feed of 09/15/2026
At current firm
2 y
since May 7, 2024
In the industry
26 y
since Feb 18, 2000 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
4
dated events on this person
Registration history
IAPD current and previous registrations
- Legacy Financial Advisors, Inc. independent RIA currentsince May 7, 2024 · Carmel, In
- Forvis Mazars Wealth Advisors, LLC independent RIADec 14, 2022 to Apr 3, 2024 · Chigaco, Il
- Inspire Advisors, LLC independent RIAJan 21, 2022 to Mar 29, 2022 · Carmel, In
- Inspire Investing, LLC asset managerJan 21, 2022 to Mar 29, 2022 · Carmel, In
- 2nd Vote Advisers, LLC. formerJun 17, 2021 to Jan 10, 2022 · Franklin, Tn
- Fidelity Personal And Workplace Advisors formerMar 18, 2020 to Jun 5, 2021 · Carmel, In
- St. James Investment Company, LLC mixed wealthJul 21, 2017 to Dec 31, 2019 · Southlake, Tx
- Northcoast Asset Management LLC formerDec 10, 2007 to May 10, 2017 · Greenwich, Ct
- Strategic Advisers LLC national BDMar 6, 2001 to Dec 4, 2007 · Oak Brook, Il
Moves
a registration end followed by a registration begin elsewhere
- Forvis Mazars Wealth Advisors, LLC to Legacy Financial Advisors, Inc.left Apr 3, 2024, registered May 7, 2024 (34 days) · RIA to RIA
- Inspire Investing, LLC to Inspire Advisors, LLCleft Mar 29, 2022, registered Jan 21, 2022 (-67 days) · Other
- Inspire Advisors, LLC to Forvis Mazars Wealth Advisors, LLCleft Mar 29, 2022, registered Dec 14, 2022 (260 days) · RIA to RIA
- 2nd Vote Advisers, LLC. to Inspire Investing, LLCleft Jan 10, 2022, registered Jan 21, 2022 (11 days) · Other
- Fidelity Personal And Workplace Advisors to 2nd Vote Advisers, LLC.left Jun 5, 2021, registered Jun 17, 2021 (12 days) · Other
- St. James Investment Company, LLC to Fidelity Personal And Workplace Advisorsleft Dec 31, 2019, registered Mar 18, 2020 (78 days) · RIA to affiliated broker-dealer or bank
- Northcoast Asset Management LLC to St. James Investment Company, LLCleft May 10, 2017, registered Jul 21, 2017 (72 days) · Other
- Strategic Advisers LLC to Northcoast Asset Management LLCleft Dec 4, 2007, registered Dec 10, 2007 (6 days) · Other
Signals
- John Michael Wildern left Forvis Mazars Wealth Advisors, Llc for Legacy Financial Advisors, Inc. (registered 2024-05-07)Apr 3, 2024 · Advisor changed firm · fact
- John Michael Wildern left Inspire Advisors, Llc for Forvis Mazars Wealth Advisors, Llc (registered 2022-12-14)Mar 29, 2022 · Advisor changed firm · fact
- John Michael Wildern left Inspire Investing, Llc for Inspire Advisors, Llc (registered 2022-01-21)Mar 29, 2022 · Advisor changed firm · fact
- John Michael Wildern left 2Nd Vote Advisers, Llc. for Inspire Investing, Llc (registered 2022-01-21)Jan 10, 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address