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 Ellenbecker Investment Group

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
Benjamin L'EmpereurMadison Partners independent RIAEllenbecker Investment Group independent RIARIA to RIAJul 23, 2026Jul 29, 2026
Nikita A. KibardinMadison Partners independent RIAEllenbecker Investment Group independent RIARIA to RIAMar 20, 2026Apr 1, 2026
Amy Jean BremmerAnnex Wealth Management, LLC independent RIAEllenbecker Investment Group independent RIARIA to RIASep 26, 2025Sep 21, 2025
Justin BertzykJohnson Wealth Inc. mixed wealthEllenbecker Investment Group independent RIARIA to RIAAug 11, 2025Aug 14, 2025
Haley FuhrmannThrivent Investment Management Inc. BD affiliatedEllenbecker Investment Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2025Oct 24, 2025 (107 d)
Michele BrehmNorthwestern Mutual Investment Services,LLC no RAUMEllenbecker Investment Group independent RIAOtherApr 24, 2024Jun 6, 2024 (43 d)
Alexis Lin BrownLandaas & Company independent RIAEllenbecker Investment Group independent RIARIA to RIAJan 23, 2024Jan 17, 2024
Catherine Louise WatsonWellment Financial independent RIAEllenbecker Investment Group independent RIARIA to RIAOct 2, 2023Jan 17, 2024 (107 d)
Cara Louise-Mccarthy BuchananRobert W. Baird & Co. Incorporated mixed wealthEllenbecker Investment Group independent RIARIA to RIASep 11, 2023Nov 8, 2023 (58 d)
Ryan John LundeenAnnex Wealth Management, LLC independent RIAEllenbecker Investment Group independent RIARIA to RIAJan 12, 2023May 16, 2023 (124 d)
Maureen Coogan HolsenEhlers institutionalEllenbecker Investment Group independent RIAOtherSep 6, 2019Sep 11, 2019
Jamie C WilliamsWells Fargo Advisors wirehouseEllenbecker Investment Group independent RIAWirehouse to independent RIAAug 22, 2019Aug 29, 2019
Mark Alan ZietyShakespeare Wealth Management, LLC independent RIAEllenbecker Investment Group independent RIARIA to RIAFeb 18, 2019May 31, 2019 (102 d)
Andy W SaegerCharles Schwab & Co., Inc. national BDEllenbecker Investment Group independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2018Nov 21, 2018
Julie Ann Ellenbecker-LipskySii Investments, Inc. otherEllenbecker Investment Group no RAUMOtherApr 15, 2015Dec 2, 2014
Karen Jean EllenbeckerSii Investments, Inc. otherEllenbecker Investment Group no RAUMOtherApr 1, 2015Dec 2, 2014
Jean Ellen RangeSii Investments, Inc. otherEllenbecker Investment Group no RAUMOtherApr 1, 2015Dec 4, 2014
Kristina Elizabeth SchnuckelSii Investments, Inc. otherEllenbecker Investment Group no RAUMOtherApr 1, 2015Feb 13, 2015
Wendy Sue PeperkornSii Investments, Inc. otherEllenbecker Investment Group no RAUMOtherDec 31, 2014Feb 3, 2015 (34 d)
Lisa Eileen DregneSii Investments, Inc. otherEllenbecker Investment Group no RAUMOtherDec 31, 2014Feb 4, 2015 (35 d)
Katie Ann MurphyRussell Investments otherEllenbecker Investment Group independent RIAOtherOct 3, 2013Feb 22, 2019 (1968 d)
Page 1 of 1
21 moves match.