Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
General
Location
Brookfield, WI, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$357,000,000.00
Gross Revenue
$4,450,000.00
# of Accounts
1,400
Avg Client Age
60
Overview

Super OSJ that has been built from the ground up to help create and support a premium Advisory experience. We are a multi clearing RIA through LPL Financial and Schwab. We wish to invite Advisors to join our firm and become independent 1099 business owners either on site, or off site through our 1099 RIA affiliation. We offer a professional platform with integrated technology and electronic workflow. We designed our firm around making your day more productive. Our Brookfield office suite is a AA grade office location that has capacity for 10 more Advisors. Give us a call, you wont regret it.
Kurt Rozman ___-___-____ ___

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