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Financial Advisor

$65MM AUM | $400,000 GDC in Sheboygan, WI

Member Level
Basic
Last Activity
this month

Business Mix:

30% Comm
70% Fee

General

Location
Sheboygan , WI, US
12 Month Gross Revenue
$400,000
Number of Accounts
2,000
Avg Client Age
58

Overview

Growing practice that is actively looking to acquire book and/or merge books of business in our area. Two advisors on staff with one being an OSJ. We have successfully helped one advisor retire via acquisition.

 
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