$10MM AUM | $100,000 GDC in Syracuse, NE

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Syracuse, NE, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
150
Avg Client Age
45
Overview

I am a series 66 & 7 licensed independent Wealth Advisor/IAR tht is part of a larger producer group. I primarily manage retirement & non-retirement assets on a discretionary basis in addition to employer sponsored retirement plans as part of the wealth planning process, which is wrapped into the advisory fee. Additionally, I broker life & health insurance products as part of family & estate planning.

My goal is to buy a practice in Omaha or a small town in Southeast NE or Southwest IA.

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