DFX Intelligence
Advisors
Advisors registered through SpcAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
478 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Shannon John Stoeffler dual registrant | Spc BD affiliated | Ann Arbor, Mi | Mar 24, 2026 | 26 y | 2 | 2 |
| Jody Winkler Stolicker Certified Financial Planner · dual registrant | Spc BD affiliated | Northville, Mi | Dec 14, 2020 | 18 y | 1 | 2 |
| Nicholas Joseph Stroia dual registrant | Spc BD affiliated | Ann Arbor, Mi | Feb 2, 2010 | 31 y | 0 | 2 |
| S••••• R••••• S••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Nov 5, 2021 | 13 y | 2 | 2 |
| J••• R•••••• S••••••• dual registrant | S•• BD affiliated | Firestone, Co | Jun 3, 2021 | 12 y | 1 | 2 |
| M••• B•••••• S••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Sep 21, 2020 | 17 y | 5 | 1 |
| F••• M• S••••••• dual registrant | S•• BD affiliated | Englewood, Co | Sep 9, 2024 | 10 y | 1 | 1 |
| E••• M• S••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jul 21, 2026 | 11 y | 1 | 1 |
| B••• S••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 17, 2026 | 26 y | 1 | 1 |
| K••• A••••• S••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Oct 22, 2012 | 33 y | 3 | 2 |
| E••• A••••• S••••• dual registrant | S•• BD affiliated | Zeeland, Mi | Jan 12, 2026 | 22 y | 2 | 1 |
| N••• L•••• S•••••• dual registrant | S•• BD affiliated | N. Chesterfield, Va | Aug 5, 2016 | 26 y | 0 | 1 |
| J••• J•• T•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 26, 2006 | 29 y | 0 | 1 |
| J••••••• L•• T•• dual registrant | S•• BD affiliated | Fremont, Ca | Jun 1, 2007 | 31 y | 2 | 1 |
| E••••• M••• T••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 27, 2014 | 26 y | 3 | 1 |
| S•••••• L••••• T••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Sep 7, 2011 | 39 y | 1 | 1 |
| T••••• W•••••• T••••• dual registrant | S•• BD affiliated | Adrian, Mi | Jan 22, 2015 | 39 y | 0 | 2 |
| D••••• G••••• T•••• Certified Financial Planner · dual registrant | S•• BD affiliated | Novi, Mi | Mar 5, 2010 | 45 y | 0 | 1 |
| S•••• A•• T•••••• | S•• BD affiliated | Ann Arbor, Mi | Jun 8, 2026 | 16 y | 3 | 1 |
| B••• E••••• T••••••• dual registrant | S•• BD affiliated | Castroville, Tx | Nov 9, 2012 | 32 y | 2 | 1 |
| M••• W•••••• T••••••• dual registrant | S•• BD affiliated | Greenwood Village, Co | May 17, 2004 | 46 y | 0 | 2 |
| D•••• S•••••• T••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Feb 28, 2017 | 17 y | 3 | 2 |
| G•••• A••••• T•••• dual registrant | S•• BD affiliated | Phoenix, Az | Oct 10, 2024 | 33 y | 2 | 3 |
| W•••••• T••••••• dual registrant | S•• BD affiliated | Dearborn, Mi | Nov 20, 2009 | 32 y | 0 | 2 |
| M••••• M•••••••• T•••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 11, 2003 | 26 y | 1 | 1 |
| J••• M•••••• T•••••• dual registrant | S•• BD affiliated | Maran, Az | May 6, 2016 | 12 y | 1 | 3 |
| J•••••• N••• T•••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Apr 14, 2010 | 33 y | 0 | 1 |
| J••••• V•• B••• dual registrant | S•• BD affiliated | Orange City, Ia | Aug 17, 2022 | 10 y | 0 | 1 |
| D•••••• A••• V••••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 29, 2010 | 26 y | 0 | 2 |
| J••••••• J••• V••••• Chartered Financial Consultant · dual registrant | S•• BD affiliated | Ann Arbor, Mi | Nov 1, 2023 | 27 y | 1 | 2 |
| H•••• V••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 9, 2025 | 12 y | 0 | 1 |
| L•••• M••••••• V•••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Sacramento, Ca | Apr 24, 2006 | 28 y | 1 | 1 |
| G•••••• N•••••••• V••••• dual registrant | S•• BD affiliated | Ardmore, Ok | Apr 22, 2026 | 17 y | 1 | 2 |
| D•••• L••••• V•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jan 13, 2025 | 46 y | 0 | 1 |
| M•••••• J••••• V••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Nov 16, 2022 | 26 y | 0 | 1 |
| V••••• J••• V•••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Northbrook, Il | Feb 5, 1998 | 41 y | 0 | 2 |
| G••• L•• V••••••••• Certified Financial Planner | S•• BD affiliated | West End, Nc | Sep 24, 2024 | 32 y | 3 | 1 |
| S•••• V•••••••• dual registrant | S•• BD affiliated | East Lansing, Mi | Nov 20, 2009 | 39 y | 0 | 1 |
| K•••••• A•• V••••••• dual registrant | S•• BD affiliated | Fergus Falls, Mn | Jan 28, 2015 | 14 y | 0 | 1 |
| A••• A••• W•••• dual registrant | S•• BD affiliated | Austin, Tx | Sep 28, 2012 | 21 y | 5 | 1 |
| D•••• L• W••• dual registrant | S•• BD affiliated | Pevely, Mo | Nov 17, 2017 | 20 y | 2 | 1 |
| D•••• T••••• W••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Oct 9, 2006 | 21 y | 0 | 2 |
| D•••• A•••••• W•••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jun 3, 2019 | 34 y | 2 | 1 |
| C•••• P• W••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Mar 1, 2018 | 13 y | 1 | 1 |
| A•••• D•••••• W••••••• dual registrant | S•• BD affiliated | Fishers, In | Jun 2, 2003 | 24 y | 0 | 1 |
| B•••• M•••••• W••••• dual registrant | S•• BD affiliated | Mount Prospect, Il | Mar 12, 2018 | 11 y | 0 | 2 |
| M•••••• O•••• W••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Jul 15, 2020 | 38 y | 0 | 1 |
| J••••• M• W••••••• Certified Financial Planner · dual registrant | S•• BD affiliated | Lake Orion, Mi | Jan 1, 2025 | 19 y | 1 | 1 |
| V•• W••••••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | May 31, 2011 | 23 y | 3 | 1 |
| J••••••• A• W••••• dual registrant | S•• BD affiliated | Ann Arbor, Mi | Aug 27, 2015 | 25 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.