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

Arrivals at Oarsman Capital, Inc

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
Jacob Robert SheafLandaas & Company independent RIAOarsman Capital, Inc independent RIARIA to RIAJan 5, 2026Jan 15, 2026
Kurt MihelichGlobal Retirement Partners LLC institutionalOarsman Capital, Inc independent RIAOtherMay 3, 2024Jun 12, 2024 (40 d)
Charles Allard AllisonJohnson Wealth Inc. mixed wealthOarsman Capital, Inc independent RIARIA to RIANov 15, 2022Jan 26, 2023 (72 d)
Jaclyn Ariella GruberJohnson Wealth Inc. mixed wealthOarsman Capital, Inc independent RIARIA to RIANov 15, 2022Jan 26, 2023 (72 d)
Derek Joseph PawlakGeneva Capital Management LLC mixed wealthOarsman Capital, Inc independent RIARIA to RIAAug 2, 2022Sep 21, 2022 (50 d)
Peter Francis SchumacherJohnson Wealth Inc. mixed wealthOarsman Capital, Inc independent RIARIA to RIAJul 27, 2022Nov 10, 2022 (106 d)
David James LardinoisThrivent Investment Management Inc. BD affiliatedOarsman Capital, Inc independent RIAAffiliated broker-dealer or bank to independent RIAJan 24, 2020Feb 3, 2020
Sally McveyEdward Jones national BDOarsman Capital, Inc otherOtherJul 10, 2017Jan 23, 2018 (197 d)
Peter Scott LautmannKlcm Advisors, Inc. otherOarsman Capital, Inc otherOtherJan 12, 2016Jul 31, 2015
Patrick Timothy RuschNew England Securities Corporation otherOarsman Capital, Inc otherOtherNov 26, 2013Jan 9, 2014 (44 d)
John Richard OlkEagle One Investments, LLC unclassifiedOarsman Capital, Inc otherOtherDec 21, 2012Feb 28, 2012
Matthew William KlewerWaterstone Financial Group, Inc. unclassifiedOarsman Capital, Inc otherOtherSep 8, 2009Feb 3, 2011 (513 d)
Gerald Wayne NackersNackers & Associates, Inc. unclassifiedOarsman Capital, Inc otherOtherJan 20, 2009Dec 18, 2008
Scott Louis HefleFirst Midamerica Investment Corporation unclassifiedOarsman Capital, Inc independent RIAOtherMay 2, 2006Aug 7, 2019 (4845 d)
Brent Victor SchneiderForward Investment Advisors, Inc. state registeredOarsman Capital, Inc otherOtherOct 1, 2004Oct 13, 2004
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15 moves match.