$12MM AUM | $95,000 GDC in Missoula, MT
Member is Interested In:
I am a RIA & series7 RRep & Insurance Agent . I have two complementary businesses. Sautter Financial(95k gross) mainly works the securities investment & planning side and Advanced Benefits,Inc.($120k gross) sells
group & individual medical,life,disability,dental,MedSupp & LTC.
I am looking to bring on a new Rep , merge or buy a practice. I will work another 10 yrs approx.