Overview

I'm looking to buy small practices from advisors who are retiring from the business. I'm a suburban Chicago based practice with clients in multiple states. I create personalized plans for people and I use a variety of products to accomplish the client's goals. I primarily help individuals / small businesses and manage 401Ks. I have an extensive background on Wall St. and a Harvard MBA. I am a Multi-Year 5 Star Award Winner, including 2016.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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