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

Erich Stabelfeldt

Huntington Financial AdvisorsBD affiliatedElm Grove, Widual registrantIAPD 6226418

Feed of 09/14/2026

Also filed as Erich Stabelfeldt

At current firm

0 y

since Aug 20, 2026

In the industry

12 y

since Dec 9, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Huntington Financial Advisors BD affiliated current
since Aug 20, 2026 · Elm Grove, Wi
U.S. Bancorp Advisors, LLC BD affiliated
Feb 13, 2026 to Aug 6, 2026 · Germantown, Wi
U.S. Bancorp Investments, Inc. former
Apr 5, 2021 to Feb 13, 2026 · Saint Paul, Mn
Bmo Harris Financial Advisors, Inc former
Aug 28, 2014 to Mar 19, 2021 · Brookfield, Wi
Pruco Securities, LLC no RAUM
Mar 27, 2014 to Jun 12, 2014 · Wauwatosa, Wi

Moves

a registration end followed by a registration begin elsewhere

U.S. Bancorp Advisors, LLC to Huntington Financial Advisors
left Aug 6, 2026, registered Aug 20, 2026 (14 days) · Affiliated broker-dealer or bank to another
U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLC
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
Bmo Harris Financial Advisors, Inc to U.S. Bancorp Investments, Inc.
left Mar 19, 2021, registered Apr 5, 2021 (17 days) · Affiliated broker-dealer or bank to another
Pruco Securities, LLC to Bmo Harris Financial Advisors, Inc
left Jun 12, 2014, registered Aug 28, 2014 (77 days) · Other

Signals

Erich Stabelfeldt left U.S. Bancorp Advisors, Llc for Huntington Financial Advisors (registered 2026-08-20)
Aug 6, 2026 · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address