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Financial Advisor   

$23MM AUM | $217,000 GDC in Buffalo Grove, IL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Buffalo Grove, IL, US
12 Month Gross Revenue
$217,000
Number of Accounts
500
Avg Client Age
47

Overview

I am a CERTIFIED FINANCIAL PLANNER™ professional who emphasizes comprehensive financial planning and passive investment management. I have about 90% fee based revenue and my niche market is women in transition (widowed and divorced).

 
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