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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

L•••• K•• W••••••••

C•••••• L••independent RIARockford, Il IA-onlyIAPD 6504039

Feed of 09/14/2026

Also filed as Linda Kay Rittenour

At current firm

2 y

since May 15, 2024

In the industry

11 y

since Jun 1, 2015 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Associate, Wealth Managementreportedchoreoadvisors.comfirm site, Sep 15, 2026
Business email: linda.winkelman@choreoadvisors.comreportedchoreoadvisors.comfirm site, Sep 15, 2026
Direct business phone: 213-669-6527reportedchoreoadvisors.comfirm site, Sep 15, 2026
Professional profile: choreoadvisors.com/advisor-teams/linda-winkelmanreportedchoreoadvisors.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.

Registration history

IAPD current and previous registrations

C•••••• L•• independent RIA current
since May 15, 2024 · Rockford, Il
B•• W••••• A•••••••• L•• independent RIA
Jan 10, 2023 to Feb 19, 2024 · Minneapolis, Mn
N•••••••• P•••••••• L•• independent RIA
May 9, 2021 to May 31, 2022 · Minneapolis, Mn
U••• B•••••• I••••••••• I••• former
Jan 11, 2019 to Apr 13, 2021 · Edina, Mn
E••••• J•••• national BD
Dec 11, 2015 to Dec 21, 2018 · Big Lake, Mn

Moves

a registration end followed by a registration begin elsewhere

B•• W••••• A•••••••• L•• to C•••••• L••
left Feb 19, 2024, registered May 15, 2024 (86 days) · RIA to RIA
N•••••••• P•••••••• L•• to B•• W••••• A•••••••• L••
left May 31, 2022, registered Jan 10, 2023 (224 days) · RIA to RIA
U••• B•••••• I••••••••• I••• to N•••••••• P•••••••• L••
left Apr 13, 2021, registered May 9, 2021 (26 days) · Affiliated broker-dealer or bank to independent RIA
E••••• J•••• to U••• B•••••• I••••••••• I•••
left Dec 21, 2018, registered Jan 11, 2019 (21 days) · Affiliated broker-dealer or bank to another

Signals

L•••• K•• W•••••••• left B•• W••••• A•••••••• L•• for C•••••• L•• (registered 2024-05-15)
Feb 19, 2024 · Advisor changed firm · fact
L•••• K•• W•••••••• left N•••••••• P•••••••• L•• for B•• W••••• A•••••••• L•• (registered 2023-01-10)
May 31, 2022 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address