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Financial Advisor   

$135MM AUM | GDC in Elkhart, IN

Member Level
Basic
Last Activity
within 3 months

Business Mix:

11% Comm
89% Fee

General

Location
Elkhart, IN, US
Number of Accounts
800
Avg Client Age
60

Overview

Serving the best interests of our clients is our number one priority. We achieve this by holistically integrating our wealth management services with the privacy and independence of our own RIA firm and in-house tax practice. We have the established policies, procedures and technology to accommodate and assist experienced advisors and their clients joining our team. The qualifying question will be whether the culture and ethos of those wanting to join would be the right fit for the Guidance organization and its future.

 
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