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Financial Advisor   

$25MM AUM | $1.3MM GDC in Cedar Rapids, IA

Member Level
Basic
Last Activity
this week

Business Mix:

75% Comm
25% Fee

General

Location
Cedar Rapids, IA, US
12 Month Gross Revenue
$1,300,000
Number of Accounts
800
Avg Client Age
65

Overview

We are a Financial Planning business with emphasis in retirement planning and income planning in retirement. We work with our clients on wealth management strategies, tax management strategies and legacy planning.

 
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