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Financial Advisor   

$85MM AUM | $600,000 GDC in Northern, WI

Member Level
Premier
Last Activity
2 weeks

Business Mix:

59% Comm
41% Fee

General

Location
Northern, WI, US
12 Month Gross Revenue
$600,000
Number of Accounts
660
Avg Client Age
60

Overview

Looking at opportunities to expand practice. I have done small purchases of practices and found it to be a good way to expand practice. Experienced with how to transition book to take care of clients.

 
Extended Profile Information

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