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Financial Advisor   

$47MM AUM | $340,000 GDC in West Des Moines, IA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
West Des Moines, IA, US
12 Month Gross Revenue
$340,000
Number of Accounts
268
Avg Client Age
60

Overview

Practice is all brokerage. Annuities, 35 % , mutual funds, non traded REIT's equities, very little fixed income, some REAL estate some insurance products, 5 years out from retirement looking for Successor, eventual sale.

 
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