Overview

Looking to purchase. We are a mostly fee based/trail firm. I have offices in Lafayette, Crown Point, Grainger and Valparaiso Indiana.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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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