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Financial Advisor   

$40MM AUM | $380,000 GDC in West Des Moines, IA

Member Level
Basic
Last Activity
this month

Business Mix:

1% Comm
99% Fee

General

Location
West Des Moines, IA, US
12 Month Gross Revenue
$380,000
Number of Accounts
110
Avg Client Age
55

Overview

Wealth Management and Institutional Consulting firm

 
Extended Profile Information

Peer to Peer
Finance
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Zero Transaction Fees
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