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SL advisors Listing
Financial Advisor

$450MM AUM | $4.1MM GDC in Waukesha, WI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Waukesha, WI, US
12 Month Gross Revenue
$4,100,000
Number of Accounts
500
Avg Client Age
60

Overview

We are looking to for several ways to partner with someone. We are looking for a practice to purchase from someone who is retiring, be a succession plan for a practice, or bring on another advisor with an existing book.l

 
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