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.
Ryan Jeffrey Key
- Title
- Wealth Advisor - CFP®reportedpinegrovefg.comfirm site, Sep 15, 2026
- Professional profile
- pinegrovefg.com/team-member/ryan-keyreportedpinegrovefg.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.
- Pine Grove Financial Group independent RIA currentsince Jun 5, 2020 · Woodbury, Mn
- Advisornet Wealth Partners independent RIASep 12, 2018 to Jul 24, 2020 · Woodbury, Mn
- LPL Financial LLC BD affiliatedNov 29, 2017 to Oct 10, 2018 · Waseca, Mn
- Investment Centers Of America, Inc. formerFeb 13, 2017 to Nov 29, 2017 · Farmington, Mn
- Edward Jones national BDOct 20, 2014 to Jan 26, 2017 · Inver Grove Heights, Mn
- Advisornet Wealth Partners to Pine Grove Financial Groupleft Jul 24, 2020, registered Jun 5, 2020 (-49 days) · RIA to a newly registered adviser · moved with a team
- LPL Financial LLC to Advisornet Wealth Partnersleft Oct 10, 2018, registered Sep 12, 2018 (-28 days) · RIA to RIA
- Investment Centers Of America, Inc. to LPL Financial LLCleft Nov 29, 2017, registered Nov 29, 2017 (0 days) · corporate re-registration, not a move
- Edward Jones to Investment Centers Of America, Inc.left Jan 26, 2017, registered Feb 13, 2017 (18 days) · Other
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address