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.
Advisor moves
Departures from Wipfli Hewins Investment Advisors LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lisa Marie Roche-Berlage | Wipfli Hewins Investment Advisors LLC other | Lcv Wealth Management, Ltd. unclassified | Other | Aug 9, 2013 | Nov 12, 2010 |
| Roger Colburn Hewins | Wipfli Hewins Investment Advisors LLC other | Team Hewins, LLC no RAUM | Other | Jul 3, 2013 | May 29, 2018 (1791 d) |
| Bradley John Mueller | Wipfli Hewins Investment Advisors LLC other | Valmark Advisers, Inc. BD affiliated | Other | Jul 3, 2013 | May 14, 2024 (3968 d) |
| Patrice Margaret Cresci Hornung | Wipfli Hewins Investment Advisors LLC other | Team Hewins, LLC no RAUM | Other | Jul 3, 2013 | May 29, 2018 (1791 d) |
| Noah Benjamin Marell | Wipfli Hewins Investment Advisors LLC other | Creative Planning independent RIA | Other | Jul 3, 2013 | Oct 5, 2022 (3381 d) |
| Kathleen H Hosty | Wipfli Hewins Investment Advisors LLC other | 1st Global Advisors Inc other | Other | Feb 22, 2013 | Feb 22, 2013 |
| Randall John Winkler | Wipfli Hewins Investment Advisors LLC other | On Investment Management Co other | Other | Jul 12, 2006 | Aug 6, 2007 (390 d) |
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7 moves match.