$27MM AUM | $12,000 GDC in Cedar Rapids, IA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Location
Cedar Rapids, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$12,000.00
# of Accounts
1,250
Avg Client Age
55
Overview

I am a Financial Adviser and Financail Planner. I believe in educating my clients to help them be the most successful they can be in retirement. Receiving advise and assistance in the early years will ensure their success.
On this site I hope to find companies that are ready to reitire from there business but wish to have an honest person to take care of their cleints going forward.

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