$650 AUM | $4 GDC in Waukesha, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Join A Practice
Location
Waukesha, WI, US
Fee 0% Commission 100%
Gross Revenue
$4.00
# of Accounts
2,000
Avg Client Age
59
Overview

Looking to help good, caring advisors exit the business, esp., during this time of major regulatory changes. We have a successful, highly visible firm with the capacity to add more in Southeastern Wisconsin, esp. In Milwaukee and Western Suburbs.

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