$30MM AUM | $200,000 GDC in West Des Moines, IA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
West Des Moines, IA, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
227
Avg Client Age
58
Overview

Financial planner with 17 years of experience, CFP certification, 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.

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