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
Michael Justin Schelle
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Jan 13, 2026
In the industry
10 y
since Jan 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Cloudsplitter Financial Planning, LLC state registered currentsince Jan 13, 2026 · Cincinnati, Oh
- Vanweelden Wealth Management, LLC independent RIADec 12, 2025 to Dec 17, 2025 · West Chester Township, Oh
- The Mather Group, LLC independent RIAMay 25, 2023 to Jul 10, 2025 · Cincinnati, Oh
- Clear Perspectives Financial Planning, LLC formerMar 1, 2018 to Jun 30, 2023 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
- Vanweelden Wealth Management, LLC to Cloudsplitter Financial Planning, LLCleft Dec 17, 2025, registered Jan 13, 2026 (27 days) · RIA to a state-registered adviser
- The Mather Group, LLC to Vanweelden Wealth Management, LLCleft Jul 10, 2025, registered Dec 12, 2025 (155 days) · RIA to RIA
- Clear Perspectives Financial Planning, LLC to The Mather Group, LLCleft Jun 30, 2023, registered May 25, 2023 (-36 days) · RIA to RIA · moved with a team
Signals
- Michael Justin Schelle left Vanweelden Wealth Management, Llc for Cloudsplitter Financial Planning, Llc (registered 2026-01-13)Dec 17, 2025 · Advisor changed firm · fact
- Michael Justin Schelle left The Mather Group, Llc for Vanweelden Wealth Management, Llc (registered 2025-12-12)Jul 10, 2025 · Advisor changed firm · fact
- Michael Justin Schelle left Clear Perspectives Financial Planning, Llc for The Mather Group, Llc (registered 2023-05-25)Jun 30, 2023 · 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
- STATE REGISTEREDderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address