Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Elm Grove, WI, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$260,000.00
# of Accounts
315
Avg Client Age
60
Overview

Experienced and "sort of" young tax and wealth adviser (age 39) exploring potential opportunities. Open minded and passionate about the business, I'm looking to build relationships with other like-minded advisors that are thinking about the future. Bottom line, my desire is to find an advisor looking for the right succession fit or looking to merge.

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