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.
Jessica Lynn Gauerke
- Title
- Director of Operationsreportedmfpmn.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.
- Midwest Financial Partners independent RIA currentsince Jun 10, 2024 · St. Cloud, Mn
- Alps Advisors, Inc. asset managerSep 27, 2021 to Jun 17, 2022 · Denver, Co
- Usadvisors Wealth Management, LLC independent RIAFeb 21, 2019 to Jun 23, 2021 · Eden Prairie, Mn
- Cetera Advisor Networks LLC formerMay 16, 2016 to Feb 9, 2019 · St Cloud, Mn
- Alps Advisors, Inc. to Midwest Financial Partnersleft Jun 17, 2022, registered Jun 10, 2024 (724 days) · Other
- Usadvisors Wealth Management, LLC to Alps Advisors, Inc.left Jun 23, 2021, registered Sep 27, 2021 (96 days) · Other
- Cetera Advisor Networks LLC to Usadvisors Wealth Management, LLCleft Feb 9, 2019, registered Feb 21, 2019 (12 days) · Affiliated broker-dealer or bank to independent RIA
- Jessica Lynn Gauerke left Alps Advisors, Inc. for Midwest Financial Partners (registered 2024-06-10)Jun 17, 2022 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address