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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 20 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

20 advisors

Unlock all 20
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Lisa R. CastelluzzoSioux Falls, SDCetera Investment Advisers LLCAdviser and brokerCFPAtlas2014
2James P. CunninghamRapid City, SDCetera Investment Advisers LLCAdviser and broker–Atlas2007
3Jammie M. Den HoedSioux Falls, SDCetera Investment Advisers LLCAdviser and broker–Atlas2014
4Thomas B. DunnSioux Falls, SDCetera Investment Advisers LLCAdviser and broker–Atlas2017
5Teri L. EddySioux Falls, SDCetera Investment Advisers LLCAdviser and brokerCFPAtlas2006
6Jake GobleSioux Falls, SDCetera Investment Advisers LLCAdviser and broker–Atlas2025
7Jeffrey S. GobleRapid City, SDCetera Investment Advisers LLCAdviser and broker–Atlas2019
8Nordell G. GriebelSioux Falls,, SDCetera Investment Advisers LLCAdviser and broker–Atlas2002
9Gary J. HarmelinkSioux Falls, SDCetera Investment Advisers LLCAdviser and broker–Atlas2000
10Todd KurtzRapid City, SDCetera Investment Advisers LLCAdviser and broker–Atlas2026

10 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.