Overview

I am currently a wholesaler with over 20 years in the asset management distribution business. I have covered the independent channel in Michigan for 12 years and have been in financial services for 24 years. I would love to engage in discussion with anyone that is serious about succession planning while continuing to build and service clientele. Please feel free to contact me to discuss.

Market
Advisor/RIA
Last Activity
2 weeks

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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