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 Filbrandt 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
Travis Richard CliffFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Scott Lyle KornstedtFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Shirlene D ChartFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
John Colburn ClarkeFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
James Matthew HaygoodFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Zach Donald MeulemansFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Keith Gerald LueckFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Robert Oliver KlitzkeFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 7, 2021
Noah James TostrudFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Lillie F PerryFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Stephen Francis FullerFilbrandt Wealth Management, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 9, 2021Dec 3, 2021
Geoffrey Richard DunmoreFilbrandt Wealth Management, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankDec 2, 2021Apr 19, 2022 (138 d)
Steven James HoffmanFilbrandt Wealth Management, LLC independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIAMay 10, 2021May 21, 2021
Logan A BoettcherFilbrandt Wealth Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankOct 16, 2020Nov 5, 2020
Bradley Michael HoweFilbrandt Wealth Management, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2018Apr 14, 2025 (2510 d)
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15 moves match.