Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Cedar Falls, IA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$700,000.00
# of Accounts
125
Avg Client Age
50
Overview

Advisory team looking to expand. Specialize in personal financial planning, estate and business planning. Looking to become the successor of successful practices.

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