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

Steven Glenn Mcdonough

Stackstone Wealth, LLCno RAUMDubuque, IaIA-onlyIAPD 6752285

Feed of 09/14/2026

Also filed as Steven Glenn Mcdonough

At current firm

0 y

since Jun 24, 2026

In the industry

12 y

since Feb 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Stackstone Wealth, LLC no RAUM current
since Jun 24, 2026 · Dubuque, Ia
Ameriprise Financial Services, LLC national BD
Feb 21, 2025 to Jun 30, 2026 · Dubuque, Ia
Wealth Enhancement Advisory Services, LLC BD affiliated
Jan 19, 2024 to Feb 21, 2025 · Dubuque, Ia
Avantax Planning Partners, Inc. BD affiliated
May 14, 2019 to Jan 17, 2024 · Dubuque, Ia
MML Investors Services, LLC BD affiliated
Jan 28, 2019 to Apr 30, 2019 · Davenport, Ia
Choreo, LLC independent RIA
Feb 24, 2017 to May 22, 2018 · Davenport, Ia

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to Stackstone Wealth, LLC
left Jun 30, 2026, registered Jun 24, 2026 (-6 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Wealth Enhancement Advisory Services, LLC to Ameriprise Financial Services, LLC
left Feb 21, 2025, registered Feb 21, 2025 (0 days) · Affiliated broker-dealer or bank to another
Avantax Planning Partners, Inc. to Wealth Enhancement Advisory Services, LLC
left Jan 17, 2024, registered Jan 19, 2024 (2 days) · Affiliated broker-dealer or bank to independent RIA
MML Investors Services, LLC to Avantax Planning Partners, Inc.
left Apr 30, 2019, registered May 14, 2019 (14 days) · Affiliated broker-dealer or bank to independent RIA
Choreo, LLC to MML Investors Services, LLC
left May 22, 2018, registered Jan 28, 2019 (251 days) · Other

Signals

Steven Glenn Mcdonough left Ameriprise Financial Services, Llc for Stackstone Wealth, Llc (registered 2026-06-24)
Jun 30, 2026 · Advisor changed firm · fact
Steven Glenn Mcdonough left Wealth Enhancement Advisory Services, Llc for Ameriprise Financial Services, Llc (registered 2025-02-21)
Feb 21, 2025 · Advisor changed firm · fact
Steven Glenn Mcdonough left Avantax Planning Partners, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2024-01-19)
Jan 17, 2024 · 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: No RAUM reportedderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address