$500MM AUM | $3MM GDC in West Des Moines, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
West Des Moines, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$3,000,000.00
# of Accounts
2,000
Avg Client Age
55
Overview

I represent the largest independent agency in Iowa, who is looking to help transition advisors and their clients to a new successor advisor. We are well versed with either insurance based producers, as well as, securities oriented only ___ are only looking at advisors who work at the highest level of ethical behavior, on behalf of their clients!

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...