$5MM AUM | $100,000 GDC in Wichita, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Wichita, KS, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$100,000.00
# of Accounts
40
Avg Client Age
58
Overview

Owner of Leading Edge Financial Planning, LLC which is an independent RIA registered with the State of Kansas. Financial Planner/ Adviser of 7 years in Wichita, KS. Securities are 100% fee- based with an insurance book of business as well. Assets under management growing quickly and financial planning fees growing as well.

___

Seeking advisers and planners looking to retire and transition their book of business to a trustworthy partner, committed to serving their clients well and securing an impactful legacy. Email me at ___ if you would like to share lunch, coffee or just meet to discuss more about your practice, how we operate and take it one step at a time.

___-___-____

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...