$110MM AUM | $700,000 GDC in Rockford, IL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Rockford, IL, US
Fee 0% Commission 100%
Gross Revenue
$700,000
# of Accounts
400
Avg Client Age
58
Overview

I am a Cfp advisor with 22 yrs of experience. Our team conducts comprehensive financial planning, estate and life insurance with an emphasis on investing with managed accounts. We maintain an office in Rockford and a home office in the Crystal lake area.

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