Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Muskego, WI, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$23,000,000.00
Gross Revenue
$98,000.00
# of Accounts
1,039
Avg Client Age
55
Overview

Open to purchasing an existing book when the right opportunity presents itself. The site hopefully can help with necessary information gathering and network connections.
We can discuss direct mutual funds, managed money, annuities of most stripes, alternative investments, and Medicare Advantage and Medicare Supplements. I do it all.

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