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
Deanna Rose Weidner
Feed of 09/15/2026
Also filed as Deanna Rose Blankman
At current firm
0 y
since Jan 27, 2026
In the industry
20 y
since Sep 13, 2006 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Bcg Securities, Inc. independent RIA currentsince Jan 27, 2026 · Cherry Hill, Nj
- Horace Mann Investors, Inc. no RAUM currentsince Jan 27, 2026 · Springfield, Il
- Ae Wealth Management, LLC BD affiliatedAug 29, 2022 to Dec 15, 2025 · Bellevue, Ne
- Wealthplan Partners independent RIAMay 26, 2022 to Sep 19, 2022 · Omaha, Ne
- Ae Wealth Management, LLC BD affiliatedSep 28, 2021 to Apr 14, 2022 · Topeka, Ks
- Envision Investment Advisors, LLC unclassifiedJun 5, 2009 to Apr 1, 2013 · Omaha, Ne
- Qa3 Financial LLC unclassifiedMay 14, 2007 to Apr 9, 2008 · Omaha, Ne
- Td Ameritrade Investment Management, LLC formerMar 8, 2007 to May 4, 2007 · Bellevue, Ne
- Thrivent Investment Management Inc. BD affiliatedNov 16, 2006 to Feb 26, 2007 · Omaha, Ne
- Equitable Advisors, LLC national BDSep 18, 2006 to Oct 4, 2006 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- Ae Wealth Management, LLC to Horace Mann Investors, Inc.left Dec 15, 2025, registered Jan 27, 2026 (43 days) · Other
- Wealthplan Partners to Ae Wealth Management, LLCleft Sep 19, 2022, registered Aug 29, 2022 (-21 days) · RIA to affiliated broker-dealer or bank
- Ae Wealth Management, LLC to Wealthplan Partnersleft Apr 14, 2022, registered May 26, 2022 (42 days) · Affiliated broker-dealer or bank to independent RIA
- Envision Investment Advisors, LLC to Ae Wealth Management, LLCleft Apr 1, 2013, registered Sep 28, 2021 (3102 days) · Other
- Qa3 Financial LLC to Envision Investment Advisors, LLCleft Apr 9, 2008, registered Jun 5, 2009 (422 days) · Other
- Td Ameritrade Investment Management, LLC to Qa3 Financial LLCleft May 4, 2007, registered May 14, 2007 (10 days) · Other
- Thrivent Investment Management Inc. to Td Ameritrade Investment Management, LLCleft Feb 26, 2007, registered Mar 8, 2007 (10 days) · Other
- Equitable Advisors, LLC to Thrivent Investment Management Inc.left Oct 4, 2006, registered Nov 16, 2006 (43 days) · Other
Signals
- Deanna Rose Weidner left Ae Wealth Management, Llc for Bcg Securities, Inc. (registered 2026-01-27)Dec 15, 2025 · Advisor changed firm · fact
- Deanna Rose Weidner left Wealthplan Partners for Ae Wealth Management, Llc (registered 2022-08-29)Sep 19, 2022 · Advisor changed firm · fact
- Deanna Rose Weidner left Ae Wealth Management, Llc for Wealthplan Partners (registered 2022-05-26)Apr 14, 2022 · Advisor changed firm · fact
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
- No RAUM reportedderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address