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
Stephanie Lynn Willison
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
Also filed as Stephanie Lynn Rizzi
At current firm
5 y
since Sep 16, 2021
In the industry
25 y
since Dec 8, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Savant Wealth Management independent RIA currentsince Sep 16, 2021 · Rockford, Il
- Treybourne Wealth Planners formerJan 3, 2011 to Dec 17, 2021 · Greenwood, In
- Wealthpoint Advisors LLC formerSep 25, 2009 to Jan 4, 2011 · Indianapolis, In
- Pile Wealth Management independent RIAJan 11, 2002 to Oct 20, 2009 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Treybourne Wealth Planners to Savant Wealth Managementleft Dec 17, 2021, registered Sep 16, 2021 (-92 days) · RIA to RIA · moved with a team
- Wealthpoint Advisors LLC to Treybourne Wealth Plannersleft Jan 4, 2011, registered Jan 3, 2011 (-1 days) · Other
- Pile Wealth Management to Wealthpoint Advisors LLCleft Oct 20, 2009, registered Sep 25, 2009 (-25 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address