RIA Intelligence

Professional profile

linkedin.com/in/brian-lahr-1403987reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

• O•• L••• F•••••••• G••••• I••• independent RIA current
  since Dec 23, 2015 · White Bear Lake, Mn
• A••••••••• W••••• P••••••• independent RIA
  Jan 29, 2014 to Dec 28, 2015 · Minnetonka, Mn
• C••••• A•••••• N••••••• L•• former
  Jan 8, 2014 to Dec 28, 2015 · Minnetonka, Mn
• M••••••• A•••••••• I•• unclassified
  Jan 12, 2007 to Dec 31, 2007 · Minneapolis, Mn

• A••••••••• W••••• P••••••• to O•• L••• F•••••••• G••••• I•••
  left Dec 28, 2015, registered Dec 23, 2015 (-5 days) · Other · moved with a team
• C••••• A•••••• N••••••• L•• to A••••••••• W••••• P•••••••
  left Dec 28, 2015, registered Jan 29, 2014 (-698 days) · Other · moved with a team
• M••••••• A•••••••• I•• to C••••• A•••••• N••••••• L••
  left Dec 31, 2007, registered Jan 8, 2014 (2200 days) · Other

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