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Financial Advisor   

$7MM AUM | $20,000 GDC in Whitewater, WI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Whitewater, WI, US
12 Month Gross Revenue
$20,000
Number of Accounts
60
Avg Client Age
65

Overview

Small practice of life insurance and annuities business, and a few 401Ks. John Hancock is the custodian for the 401k business.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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