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 Wiser Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Shawna Lynn Theriault | Henssler Financial independent RIA | Wiser Wealth Management, Inc independent RIA | RIA to RIA | May 21, 2024 | Jun 6, 2024 |
| Andrew Wright Pratt | Hb Wealth independent RIA | Wiser Wealth Management, Inc independent RIA | RIA to RIA | Mar 26, 2024 | Sep 11, 2023 |
| Melissa Kemper Beach | Wipfli Financial Advisors, LLC independent RIA | Wiser Wealth Management, Inc independent RIA | RIA to RIA | Oct 4, 2022 | Oct 20, 2022 |
| Michael S Sava | Mccormack Financial Planning Inc. other | Wiser Wealth Management, Inc independent RIA | Other | Apr 1, 2022 | Sep 20, 2022 (172 d) |
| Matthews Steven Barnett | Northwestern Mutual Investment Services,LLC no RAUM | Wiser Wealth Management, Inc independent RIA | Other | Oct 29, 2019 | May 8, 2020 (192 d) |
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5 moves match.