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
Janie Catherine Strasser
Certified Financial Planner
Feed of 09/14/2026
Also filed as Janie Catherine Beck
At current firm
4 y
since Jan 13, 2022
In the industry
28 y
since Oct 1, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Chicago Partners Investment Group LLC independent RIA currentsince Jan 13, 2022 · Manhattan, Mt
- Chicago Partners Investment Group LLC independent RIAJan 8, 2019 to Dec 31, 2021 · Spokane, Wa
- Empirical Wealth Management independent RIAJun 15, 2016 to Feb 6, 2018 · Spokane, Wa
- Ponderosa Wealth Management formerJun 7, 2011 to Apr 1, 2019 · Prescott, Az
- Ponderosa Wealth Management formerApr 6, 2005 to Dec 31, 2010 · Spokane, Wa
Moves
a registration end followed by a registration begin elsewhere
- Ponderosa Wealth Management to Empirical Wealth Managementleft Apr 1, 2019, registered Jun 15, 2016 (-1020 days) · Other
- Empirical Wealth Management to Chicago Partners Investment Group LLCleft Feb 6, 2018, registered Jan 8, 2019 (336 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address