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
Alan Lee Crouse
Certified Financial Planner
Feed of 09/14/2026
Also filed as Alan L Crouse
At current firm
0 y
since Apr 27, 2026
In the industry
18 y
since Jan 3, 2008 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Signal Advisors Wealth, LLC independent RIA currentsince Apr 27, 2026 · Detroit, Mi
- Alight Financial Advisors, LLC independent RIAJun 18, 2024 to Mar 6, 2026 · Charlotte, Nc
- Advice And Planning Services BD affiliatedFeb 20, 2018 to Mar 31, 2023 · Ann Arbor, Mi
- Transamerica Retirement Advisors, LLC BD affiliatedMay 22, 2014 to Feb 13, 2018 · Northville, Mi
- Cetera Investment Services LLC formerMar 1, 2011 to May 31, 2012 · Ionia, Mi
- Msi Financial Services, Inc. formerApr 23, 2009 to Mar 10, 2011 · Northville, Mi
Moves
a registration end followed by a registration begin elsewhere
- Alight Financial Advisors, LLC to Signal Advisors Wealth, LLCleft Mar 6, 2026, registered Apr 27, 2026 (52 days) · RIA to RIA
- Advice And Planning Services to Alight Financial Advisors, LLCleft Mar 31, 2023, registered Jun 18, 2024 (445 days) · Affiliated broker-dealer or bank to independent RIA
- Transamerica Retirement Advisors, LLC to Advice And Planning Servicesleft Feb 13, 2018, registered Feb 20, 2018 (7 days) · Other
- Cetera Investment Services LLC to Transamerica Retirement Advisors, LLCleft May 31, 2012, registered May 22, 2014 (721 days) · Other
- Msi Financial Services, Inc. to Cetera Investment Services LLCleft Mar 10, 2011, registered Mar 1, 2011 (-9 days) · Other
Signals
- Alan Lee Crouse left Alight Financial Advisors, Llc for Signal Advisors Wealth, Llc (registered 2026-04-27)Mar 6, 2026 · Advisor changed firm · fact
- Alan Lee Crouse left Advice And Planning Services for Alight Financial Advisors, Llc (registered 2024-06-18)Mar 31, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address