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
Adam Wade Netland
Certified Financial Planner
Feed of 09/15/2026
At current firm
3 y
since Oct 4, 2022
In the industry
26 y
since Aug 25, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Creative Planning independent RIA currentsince Oct 4, 2022 · Bloomington, Mn
- Wipfli Financial Advisors, LLC formerOct 17, 2019 to Oct 12, 2022 · Minneapolis, Mn
- Keystone Wealth Advisors, Incorporated independent RIAJul 19, 2016 to Jan 21, 2019 · Eagan, Mn
- Gradient Investments, LLC independent RIAJan 3, 2012 to May 19, 2016 · Arden Hills, Mn
- Gradient Investments, LLC independent RIASep 23, 2009 to Dec 31, 2011 · Arden Hills, Mn
Moves
a registration end followed by a registration begin elsewhere
- Wipfli Financial Advisors, LLC to Creative Planningleft Oct 12, 2022, registered Oct 4, 2022 (-8 days) · corporate re-registration, not a move
- Keystone Wealth Advisors, Incorporated to Wipfli Financial Advisors, LLCleft Jan 21, 2019, registered Oct 17, 2019 (269 days) · RIA to RIA
- Gradient Investments, LLC to Keystone Wealth Advisors, Incorporatedleft May 19, 2016, registered Jul 19, 2016 (61 days) · Other
Signals
No dated event on this person.
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