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Financial Advisor   

$50MM AUM | $475,000 GDC in Mattawan, MI

Member Level
Basic
Last Activity
this week

Business Mix:

70% Comm
30% Fee

General

Location
Mattawan, MI, US
12 Month Gross Revenue
$475,000
Number of Accounts
250
Avg Client Age
63

Overview

I have been in business for 25 years and am looking to grow. I have a 50 mil practice that is mutual funds, annuities and fee based.I am currently transitioning to more fee based. I provide financial planning and am very service oriented.

 
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