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 Valtinson Bruner Financial Planning

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
Kameron Charles RichterCetera Investment Advisers LLC BD affiliatedValtinson Bruner Financial Planning independent RIAAffiliated broker-dealer or bank to independent RIANov 10, 2025Jan 7, 2026 (58 d)
Matthew Gabe JorgensenAmeriprise Financial Services, LLC national BDValtinson Bruner Financial Planning independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2024Sep 3, 2024 (84 d)
Kellen Richard EnrightArete Wealth Strategists independent RIAValtinson Bruner Financial Planning independent RIARIA to RIANov 27, 2023Apr 4, 2024 (129 d)
Hayden ThomSchwarz Dygos Wheeler Investment Advisors LLC independent RIAValtinson Bruner Financial Planning independent RIARIA to RIAJul 24, 2023May 5, 2025 (651 d)
Lauris Devon ValtinsonWoodbury Financial Services, Inc. BD affiliatedValtinson Bruner Financial Planning no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 5, 2018Aug 31, 2018
Robert John BrunerWoodbury Financial Services, Inc. BD affiliatedValtinson Bruner Financial Planning no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 5, 2018Aug 31, 2018
Aaron Michael DallyWoodbury Financial Services, Inc. otherValtinson Bruner Financial Planning independent RIAOtherJan 16, 2014Nov 11, 2024 (3952 d)
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7 moves match.