Overview

MFG is a retail branch built via recruiting, training and developing new representatives and advisors into the industry. Our focus has been in the recent/pre-retiree space of the market.

Since 2008, we have built an insurance and investment client base to over 5.000 clients- primarily in Iowa, through our retail associates and staff.

At this time, we are interested in M&A and Succession opportunities that may be a fit- in the Midwest or South West Regions of the US.

*Please Note: Business Mix data disclosed is on our securities/advisory business only.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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