Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Webster Groves, MO, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$1,900,000.00
Gross Revenue
$1,400,000.00
# of Accounts
550
Avg Client Age
60
Overview

Our team of four advisors is looking to acquire or have another practice merge into ours at Ameriprise Financial. We have combined experience of over 85 years and very high payout rates due to our size of production. I have experience in mergers as I personally merged my three partners into my practice in 2013. I am also experienced in practice acquisitions as I've completed two of them personally as well.

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