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 Northwest Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Kevin FretteNorthwest Wealth Management, LLC independent RIACustom Wealth Planners state registeredRIA to a state-registered adviserSep 24, 2025Sep 19, 2025
Dayne Rachel LawyerNorthwest Wealth Management, LLC independent RIAMdrn Capital independent RIARIA to RIAJan 17, 2025Jan 17, 2025
Nathan Martin KimleNorthwest Wealth Management, LLC independent RIANuveen Asset Management, LLC otherOtherSep 7, 2023Dec 18, 2023 (102 d)
Ryan David HerveyNorthwest Wealth Management, LLC independent RIAAccel Wealth Management mixed wealthRIA to RIASep 21, 2022Sep 21, 2022
Mackenzie Jo VeldmanNorthwest Wealth Management, LLC independent RIAChoreo, LLC independent RIARIA to RIANov 16, 2021Dec 6, 2021
Brian Patrick HagedornNorthwest Wealth Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseAug 27, 2021Sep 22, 2021
Randy Lee ImmekerNorthwest Wealth Management, LLC independent RIACompass Lighthouse Capital, LLC unclassifiedOtherNov 4, 2019Nov 20, 2019
Christopher Michael BendaNorthwest Wealth Management, LLC independent RIAFbl Wealth Management, LLC no RAUMOtherOct 18, 2019Oct 18, 2019
Ryan Patrick MehalovichNorthwest Wealth Management, LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 13, 2018May 30, 2018 (47 d)
Jeffrey HarrisNorthwest Wealth Management, LLC otherCwm, LLC otherOtherApr 7, 2017Aug 3, 2017 (118 d)
Todd Charles SillimanNorthwest Wealth Management, LLC otherFirst National Advisers, LLC mixed wealthOtherJan 6, 2017Aug 25, 2022 (2057 d)
John Gerard LauerNorthwest Wealth Management, LLC otherIfam Capital otherOtherJun 16, 2015Jul 7, 2015
Kevin Keith KleinNorthwest Wealth Management, LLC otherRia Advisory Group, LLC otherOtherMar 14, 2014Mar 20, 2014
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13 moves match.