Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Menomonie, WI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$28,000,000.00
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
50
Overview

I have am an independent financial advisor. My business is mainly fee-based and I am looking to potentially find other practices to purchase or merge with mine over time.

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