Overview

We are a wealth management firm (RIA/Hybrid) with 5 locations (2 in IL, IN, 2 in TX) with a focus on financial planning as a core service to provide investment management and insurance solutions based on the needs and goals of our clients. Looking to acquire, merge and/or become a succession/continuity partner with other practices with similar philosophies and approach.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 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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Technology Solutions

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CRM Systems

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