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 M••••• O• O•••• I••••••• S•••••••• I••• for J• W• C••• A•••••••• I•••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lisa Luebeck | La Crosse, Wi | May 15, 2020 | May 15, 2020 |
| Todd Owen Loudenslager | La Crosse, Wi | May 15, 2020 | May 15, 2020 |
The rule
- Registrations ended
- May 15, 2020
- Registered next
- May 15, 2020
- Branch state
- WI
- Cities
- 1, most in La Crosse, Wi
- Registered there that day
- 290 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape