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.
L••• A•• B••••••••
- Title
- Managing Director and Partnerreportedrothschildwealth.comfirm site, Sep 15, 2026
- Partner or owner
- “Lisa Bussenger | Managing Director and Partner | Deer Park | Rothschild Wealth Partners”reportedrothschildwealth.comthe sentence on the bio page
- Professional profile
- rothschildwealth.com/team/lisa-bussenger-managing-director-deer-parkreportedrothschildwealth.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.
- R••••••••• W••••• L•• independent RIA currentsince Mar 25, 2026 · Deer Park,, Il
- K•••••• I••••••••• M••••••••• I••• independent RIANov 13, 2017 to Mar 25, 2026 · Barrington, Il
- G••••• F•••••••• P•••••• C••••••• I••• formerMay 31, 2011 to Dec 18, 2017 · Cary, Il
- H••••• I••••••••• M••••••••• L•• independent RIASep 21, 2010 to Jun 15, 2011 · Cary, Il
- K•••••• I••••••••• M••••••••• I••• to R••••••••• W••••• L••left Mar 25, 2026, registered Mar 25, 2026 (0 days) · RIA to RIA
- G••••• F•••••••• P•••••• C••••••• I••• to K•••••• I••••••••• M••••••••• I•••left Dec 18, 2017, registered Nov 13, 2017 (-35 days) · Other
- H••••• I••••••••• M••••••••• L•• to G••••• F•••••••• P•••••• C••••••• I•••left Jun 15, 2011, registered May 31, 2011 (-15 days) · Other
- L••• A•• B•••••••• left K•••••• I••••••••• M••••••••• I••• for R••••••••• W••••• L•• (registered 2026-03-25)Mar 25, 2026 · Advisor changed firm · fact
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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address