$15MM AUM | $110,000 GDC in Sterling Heights, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Sterling Heights, MI, US
Fee 0% Commission 100%
Gross Revenue
$110,000.00
# of Accounts
350
Avg Client Age
45
Overview

I am a CFP® who takes a holistic approach to planning. I am also an Enrolled Agent, and tax return preparation is a part of this approach.

My primary focus, asset-wise, is asset management. I also have my series 6 and 7 licenses, along with the ability to provide annuities where I see fit. Finally, I handle life/disability/LTC/etc. insurance as well.

I am looking to grow my business through acquisition, and I am open to the idea of a merger, if the situation was right and there was a good personality match.

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