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
Daniel Neuenfeldt
Feed of 09/14/2026
Also filed as Dan Neuenfeldt
At current firm
1 y
since Mar 31, 2025
In the industry
11 y
since Oct 17, 2014 (earliest exam, job or registration)
Prior registered firms
4
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Houston, Tx
- Fidelity Personal And Workplace Advisors formerOct 4, 2021 to Mar 31, 2025 · Katy, Tx
- Fbl Wealth Management, LLC BD affiliatedOct 9, 2019 to Nov 20, 2020 · West Des Moines, Ia
- Waddell & Reed formerJan 23, 2015 to May 2, 2019 · Spokane, Wa
- Edward Jones national BDNov 21, 2014 to Jan 7, 2015 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Fbl Wealth Management, LLC to Fidelity Personal And Workplace Advisorsleft Nov 20, 2020, registered Oct 4, 2021 (318 days) · Other
- Waddell & Reed to Fbl Wealth Management, LLCleft May 2, 2019, registered Oct 9, 2019 (160 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Edward Jones to Waddell & Reedleft Jan 7, 2015, registered Jan 23, 2015 (16 days) · Other
Signals
No dated event on this person.
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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address