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
Christa Liane Rubenzer Schonscheck
Certified Financial Planner
Feed of 09/14/2026
Also filed as Christa Liane Rubenzer-Schonscheck
At current firm
1 y
since Jul 31, 2025
In the industry
14 y
since Jun 1, 2012 (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
3
dated events on this person
Registration history
IAPD current and previous registrations
- Choreo, LLC independent RIA currentsince Jul 31, 2025 · Rockford, Il
- Cetera Investment Advisers LLC BD affiliatedFeb 21, 2025 to Jul 9, 2025 · Madison, Wi
- Retirement Income Strategies, LLC independent RIANov 13, 2024 to Apr 24, 2025 · Evansville, Wi
- Northwestern Mutual Investment Services,LLC no RAUMFeb 16, 2021 to Jul 11, 2024 · Middleton, Wi
- Wells Fargo Advisors wirehouseOct 17, 2018 to Sep 24, 2019 · Madison, Wi
- Ameriprise Financial Services, LLC national BDMay 12, 2014 to Sep 19, 2018 · Madison, Wi
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Choreo, LLCleft Jul 9, 2025, registered Jul 31, 2025 (22 days) · Affiliated broker-dealer or bank to independent RIA
- Retirement Income Strategies, LLC to Cetera Investment Advisers LLCleft Apr 24, 2025, registered Feb 21, 2025 (-62 days) · RIA to affiliated broker-dealer or bank
- Northwestern Mutual Investment Services,LLC to Retirement Income Strategies, LLCleft Jul 11, 2024, registered Nov 13, 2024 (125 days) · Other
- Wells Fargo Advisors to Northwestern Mutual Investment Services,LLCleft Sep 24, 2019, registered Feb 16, 2021 (511 days) · Other
- Ameriprise Financial Services, LLC to Wells Fargo Advisorsleft Sep 19, 2018, registered Oct 17, 2018 (28 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- Christa Liane Rubenzer Schonscheck left Cetera Investment Advisers Llc for Choreo, Llc (registered 2025-07-31)Jul 9, 2025 · Advisor changed firm · fact
- Christa Liane Rubenzer Schonscheck left Retirement Income Strategies, Llc for Cetera Investment Advisers Llc (registered 2025-02-21)Apr 24, 2025 · Advisor changed firm · fact
- Christa Liane Rubenzer Schonscheck left Northwestern Mutual Investment Services,Llc for Retirement Income Strategies, Llc (registered 2024-11-13)Jul 11, 2024 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address