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Financial Advisor   

$250 AUM | $1.9MM GDC in Brookfield, WI

Member Level
Last Activity
within 2 months

Business Mix:

10% Comm
90% Fee


Brookfield, WI, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


I am a 19 year vet at MS. I have never left and most likely never will. I am top 5% of producer and have a team of 3 including myself, an admin, and an analyst. We run a 90% fee based discretionary book of business. I believe we are uniquely positioned to purchase an ria book because we act like an ria with no prop products in my book now or ever. I also bring to the table the experience of 19 years but am only 44 years old with a long time left in the business so a seller can feel comfortable that his or her clients will be well taken care of for the long haul.

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