DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left S•••••••• W••••• M••••••••• for M•••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Kurt Schroeder | Minocqua, Wi | Apr 25, 2025 | Apr 25, 2025 |
| Eric Hein Sajdak | Rhinelander, Wi | Apr 25, 2025 | Apr 25, 2025 |
The rule
- Registrations ended
- Apr 25, 2025
- Registered next
- Apr 25, 2025
- Branch state
- WI
- Cities
- 1, most in Minocqua, Wi
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape