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
Christopher Tolman
Feed of 09/14/2026
Also filed as Christopher Tolman
At current firm
1 y
since Jun 30, 2025
In the industry
12 y
since Oct 4, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
31
current, as an IAR
Firms today
1
current registrations
Exams
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
- Fbl Wealth Management, LLC BD affiliated currentsince Jun 30, 2025 · West Des Moines, Ia
- Advice And Planning Services BD affiliatedApr 24, 2015 to May 1, 2025 · Salt Lake City, Ut
- Edward Jones national BDDec 16, 2013 to Apr 13, 2015 · La Verne, Ca
Moves
a registration end followed by a registration begin elsewhere
- Advice And Planning Services to Fbl Wealth Management, LLCleft May 1, 2025, registered Jun 30, 2025 (60 days) · Affiliated broker-dealer or bank to another
- Edward Jones to Advice And Planning Servicesleft Apr 13, 2015, registered Apr 24, 2015 (11 days) · Other
Signals
- Christopher Tolman left Advice And Planning Services for Fbl Wealth Management, Llc (registered 2025-06-30)May 1, 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address