Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 3 months
General
Location
Lawrence, KS, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$1,575,000.00
# of Accounts
500
Avg Client Age
59
Overview

We are a full service comprehensive wealth management company for individuals and businesses.
We are buyers for someone looking to leave our industry or looking to find Independent Advisors to join or merge with our company.
We are not the buy and hold money managers who wait for the market to go down at the expense of our clients assets. Please contact us to find out how we do this.
Don't leave dollars on the table when working with clients. We have auto, homeowners, commercial insurance agents that share income on clients.
Our Accounting and Tax division offers income tax planning and will do returns if needed.
Business Owners Solutions division is for small business owners who need help with payroll, business taxes, workers compensation, retirement plans and any other needs they may have.

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