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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••• J••• D••••••••
- Business email
- jamie@directfinancialcare.comreporteddirectfinancialcare.comfirm site, Sep 17, 2026
- Professional profile
- linkedin.com/in/jamie-droessler-cfp%C2%AE-959522157reportedadviserinfo.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.
- D••••• F•••••••• C••• independent RIA currentsince Sep 24, 2020 · Black Earth, Wi
- S•• W••••• M••••••••• L•• formerOct 23, 2013 to Oct 1, 2020 · Madison, Wi
- D•••••••• F•••••••• P•••••••• L•• unclassifiedJan 20, 2011 to Oct 22, 2013 · Black Earth, Wi
- F•••••••• I••••••••• A••••••• I••••••••• formerMar 16, 2009 to Apr 30, 2010 · Middleton, Wi
- S•• W••••• M••••••••• L•• to D••••• F•••••••• C•••left Oct 1, 2020, registered Sep 24, 2020 (-7 days) · RIA to RIA
- D•••••••• F•••••••• P•••••••• L•• to S•• W••••• M••••••••• L••left Oct 22, 2013, registered Oct 23, 2013 (1 days) · Other
- F•••••••• I••••••••• A••••••• I••••••••• to D•••••••• F•••••••• P•••••••• L••left Apr 30, 2010, registered Jan 20, 2011 (265 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address