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Financial Advisor   

$10MM AUM | $60,000 GDC in Eau Claire, WI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Eau Claire, WI, US
12 Month Gross Revenue
$60,000
Number of Accounts
80
Avg Client Age
55

Overview

Looking to expand my business either thru merging or purchasing another firm that has similar values.

 
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