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Financial Advisor   

$20MM AUM | $180,000 GDC in Omaha, NE

Member Level
Basic
Last Activity
within 2 months

Business Mix:

20% Comm
80% Fee

General

Location
Omaha, NE, US
12 Month Gross Revenue
$180,000
Number of Accounts
500
Avg Client Age
60

Overview

A holistic wealth management service. Currently, the primary product mix is heavier weighted on commission based over fee based. I am looking to transition my business model to become primarily fee based.

 
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