Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Saint Charles, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$700,000,000.00
Gross Revenue
$5,100,000.00
# of Accounts
1,500
Avg Client Age
63
Overview

I represent an office of 11 highly successful financial advisors at Ameriprise Financial in St. Charles, IL and manage a high growth practice myself. We have extremely efficient client service models focused on financial planning and investment management that enables us to continue our growth through practice acquisitions, mergers and succession. I also can begin the conversation for 6 other locations in the Chicagoland area. Business mix information is for the office.

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