$85,000 AUM | $420,000 GDC in Bowling Green, OH
Member is Interested In:
Full service, client friendly practice looking to acquire or transition a practice from a retiring or departing advisor, registered rep or insurance sales person.
Currently 85 Million AUM - 40% Comm products, 60% fee.
Comm Prod: - M Funds, VA, Index -
Insurance Sales - Life, DI and LTC products - Ohio Natl, MetLife and many others.