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
Micah Malcolm Ballew
Certified Financial Planner
Feed of 09/14/2026
Also filed as Micah Ballew
At current firm
3 y
since Oct 4, 2022
In the industry
10 y
since May 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Creative Planning independent RIA currentsince Oct 4, 2022 · Overland Park, Ks
- Wipfli Financial Advisors, LLC formerJan 21, 2021 to Oct 12, 2022 · Milwaukee, Wi
- Thrivent Investment Management Inc. BD affiliatedOct 3, 2018 to Dec 31, 2020 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Wipfli Financial Advisors, LLC to Creative Planningleft Oct 12, 2022, registered Oct 4, 2022 (-8 days) · corporate re-registration, not a move
- Thrivent Investment Management Inc. to Wipfli Financial Advisors, LLCleft Dec 31, 2020, registered Jan 21, 2021 (21 days) · Affiliated broker-dealer or bank to independent RIA
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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address