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.
Thao Lan Ta Ring
- Business email
- thao.ring@sikich.comreportedsikich.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.
- Sikich Financial independent RIA currentsince Apr 1, 2021 · Springfield, Il
- Sikich Financial independent RIAMar 10, 2016 to Jun 3, 2019 · Springfield, Il
- Schwab Wealth Advisory, Inc. no RAUMJun 14, 2013 to Oct 29, 2015 · Indianapolis, In
- Ameriprise Financial Services, LLC national BDMar 22, 2007 to Mar 25, 2013 · Indianapolis, In
- Ameriprise Financial Services, LLC national BDDec 14, 2004 to Mar 13, 2006 · Indianapolis, In
- Schwab Wealth Advisory, Inc. to Sikich Financialleft Oct 29, 2015, registered Mar 10, 2016 (133 days) · Other
- Ameriprise Financial Services, LLC to Schwab Wealth Advisory, Inc.left Mar 25, 2013, registered Jun 14, 2013 (81 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address