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

Donny Wayne Walberg

U.S. Bancorp Advisors, LLCBD affiliatedLake Oswego, Ordual registrantIAPD 4321500

Feed of 09/14/2026

Also filed as Donny Wayne Walberg

At current firm

0 y

since Feb 13, 2026

In the industry

25 y

since May 24, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U.S. Bancorp Advisors, LLC BD affiliated current
since Feb 13, 2026 · Lake Oswego, Or
U.S. Bancorp Investments, Inc. former
Jul 1, 2025 to Feb 13, 2026 · Lake Oswego, Or
Northwestern Mutual Investment Services,LLC no RAUM
Jan 29, 2025 to Jun 11, 2025 · Corvallis, Or
Wells Fargo Advisors wirehouse
Aug 14, 2017 to Aug 30, 2024 · Minneapolis, Mn

Moves

a registration end followed by a registration begin elsewhere

U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLC
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
Northwestern Mutual Investment Services,LLC to U.S. Bancorp Investments, Inc.
left Jun 11, 2025, registered Jul 1, 2025 (20 days) · Other
Wells Fargo Advisors to Northwestern Mutual Investment Services,LLC
left Aug 30, 2024, registered Jan 29, 2025 (152 days) · Other

Signals

Donny Wayne Walberg left Northwestern Mutual Investment Services,Llc for U.S. Bancorp Investments, Inc. (registered 2025-07-01)
Jun 11, 2025 · Advisor changed firm · fact
Donny Wayne Walberg left Wells Fargo Advisors for Northwestern Mutual Investment Services,Llc (registered 2025-01-29)
Aug 30, 2024 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address