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.
Jesse Thomas Karich
- Partner or owner
- “Advisor & Partner”reportedsalusfinancialadvisors.comthe sentence on the bio page
- Business email
- jesse.karich@salusfa.comreportedsalusfinancialadvisors.comfirm site, Sep 15, 2026
- Professional profile
- salusfinancialadvisors.com/jesse-karichreportedsalusfinancialadvisors.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.
- Salus Financial Advisors independent RIA currentsince Mar 18, 2024 · Minneapolis, Mn
- Corepath Wealth Partners LLC independent RIAOct 1, 2019 to Mar 29, 2024 · Minneapolis, Mn
- Securian Financial Services, Inc. formerJan 15, 2014 to Oct 1, 2019 · Minneapolis, Mn
- Cri Securities, LLC formerJan 15, 2014 to Oct 1, 2019 · Minneapolis, Mn
- Marathon Advisors, Inc unclassifiedJan 12, 2007 to Dec 31, 2007 · Minneapolis, Mn
- Corepath Wealth Partners LLC to Salus Financial Advisorsleft Mar 29, 2024, registered Mar 18, 2024 (-11 days) · RIA to a newly registered adviser · moved with a team
- Securian Financial Services, Inc. to Cri Securities, LLCleft Oct 1, 2019, registered Jan 15, 2014 (-2085 days) · channel change inside one enterprise, not a move
- Cri Securities, LLC to Securian Financial Services, Inc.left Oct 1, 2019, registered Jan 15, 2014 (-2085 days) · Other
- Marathon Advisors, Inc to Cri Securities, LLCleft Dec 31, 2007, registered Jan 15, 2014 (2207 days) · Other
- Jesse Thomas Karich left Corepath Wealth Partners Llc for Salus Financial Advisors (registered 2024-03-18)Mar 29, 2024 · Advisor changed firm · fact
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address