$65MM AUM | $400,000 GDC in Middleton, WI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Middleton, WI, US
Listing Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$400,000.00
# of Accounts
250
Avg Client Age
60
Overview

Our mission is to build a proactive business with clients who have complex financial planning needs while providing the highest level of service above and beyond expectations. We’re looking to grow our practice and seek to merge with an advisor or team from our geographic area with similar business objectives and client base. Our team is currently on the Ameriprise independent channel. $10MM in AUM would be available for sale to an incoming advisor/team. Must be willing to associate with Ameriprise Financial.

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