$15MM AUM | $109,000 GDC in Chesterfield, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Chesterfield, MO, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$109,000.00
# of Accounts
250
Avg Client Age
40
Overview

I have been in the industry since 2008. I am a CHFC and gearing up to sit for the CFP. I believe that continual education is prudent to success in my practice and in assuring my clients get the best advise. I also believe that advise is best when working off a financial plan and that all clients deserve one. I'm looking to continue building my practice with active clients that we enjoy working with and where my team and I make sure that they are achieving their goals and dreams though comprehensive financial planning. We have clients of all ages but enjoy helping client design and manage through the distribution stage.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...