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
Kristofer Joseph Lanzer
Feed of 09/14/2026
Also filed as Kris Lanzer
At current firm
1 y
since May 13, 2025
In the industry
17 y
since Aug 14, 2009 (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
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- W&S Brokerage Services, Inc. BD affiliated currentsince May 13, 2025 · Las Vegas, Nv
- Foundations Investment Advisors LLC independent RIAJul 24, 2024 to Mar 14, 2025 · Phoenix, Az
- Advice And Planning Services BD affiliatedJun 30, 2014 to Sep 7, 2017 · Las Vegas, Nv
- Strategic Advisers LLC national BDOct 5, 2011 to May 23, 2014 · Henderson, Nv
- Chase Investment Services Corp. formerMay 12, 2011 to Aug 4, 2011 · Seattle, Wa
- Hornor, Townsend & Kent, LLC independent RIAAug 17, 2009 to Apr 27, 2011 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- Foundations Investment Advisors LLC to W&S Brokerage Services, Inc.left Mar 14, 2025, registered May 13, 2025 (60 days) · RIA to affiliated broker-dealer or bank
- Advice And Planning Services to Foundations Investment Advisors LLCleft Sep 7, 2017, registered Jul 24, 2024 (2512 days) · Other
- Strategic Advisers LLC to Advice And Planning Servicesleft May 23, 2014, registered Jun 30, 2014 (38 days) · Other
- Chase Investment Services Corp. to Strategic Advisers LLCleft Aug 4, 2011, registered Oct 5, 2011 (62 days) · Other
- Hornor, Townsend & Kent, LLC to Chase Investment Services Corp.left Apr 27, 2011, registered May 12, 2011 (15 days) · Other
Signals
- Kristofer Joseph Lanzer left Foundations Investment Advisors Llc for W&S Brokerage Services, Inc. (registered 2025-05-13)Mar 14, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address