$27MM AUM | $270,000 GDC in Brookfield, WI

Market
Advisor/RIA
Member Level
Lite
Last Activity
6 months or more
General
Compatibility
Location
Brookfield, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$270,000.00
# of Accounts
235
Avg Client Age
50
Overview

Arnold Wealth Management, LLC is associated with LPL Financial, and is located in Brookfield, Wisconsin. We were founded with the goal of assisting our clients in every aspect of their financial lives. We truly care about our clients and provide the most personal service available. For each of our clients we strive to help create financial stability and security to provide financial independence.
I have been in the market to purchase a practice and grow for several years. I am extremely interested and have room to grow, which provides me the ability to provide high quality service to the client's.
My practice's main focus is on planning/consulting services, advisory/managed account business, and 401k's. I work with pre-retiree's and retiree's. I do manage 401k assets as well. The main focus when working with pre-retiree's/employee's is properly managing their portfolio's through asset allocation/diversification, risk management, accumulating assets and developing a Retirement Income Stream Strategy prior to retirement. Besides having my current licenses, I also have the CRPC designation. I am the sole owner of my practice with an independent broker dealer and licensed in multiple states.

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