Overview

Financial planner with 20 years of experience, with CFP® and CPWA® certifications, and impeccable service record looking for acquisition opportunities in Iowa in the 10MM-50MM AUM range. Primarily Central Iowa focused, but willing to expand proximity based on specific situation. Looking to assist those wishing to retire their commission or fee based practice over the next 1-3 years. Would love to learn more about your goals and objectives to determine if there is a good fit. Thanks for your consideration.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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