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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Buffalo Grove, IL, US
Fee 0% Commission 100%
Gross Revenue
$217,000
# 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).

Extended Profile Information

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