$2MM AUM | $25,000 GDC in Appleton, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Appleton, WI, US
Fee 0% Commission 100%
Gross Revenue
$25,000.00
# of Accounts
18
Avg Client Age
55
Overview

CFP® professional. I have been in the industry for 6 years. Young and ambitious. Looking to interact with advisors who are interested in selling their book of business or looking for an eventual successor.

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