Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Itasca, IL, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$850,000.00
# of Accounts
1,000
Avg Client Age
58
Overview

I take a holistic approach to my clients' financial situations to ensure a "comprehensive" plan is put in place to cover all facets of my client's objectives. My goal on this site is to buy a book of business.

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