Overview

We are a growing financial services company in the Indianapolis region. In our model, we are actively looking to table conversations with financial advisers looking to exit the business with a solid succession plan.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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Resources
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