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Financial Advisor   

$90MM AUM | $620,000 GDC in Watertown, WI

Member Level
Premier
Last Activity
within 2 months

Business Mix:

20% Comm
80% Fee

General

Location
Watertown, WI, US
12 Month Gross Revenue
$620,000
Number of Accounts
450
Avg Client Age
62

Overview

A comprehensive financial planning driven practice seeking growth by selectively acquiring other practices that are like minded.

 
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Peer to Peer
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New Opportunities Daily
Zero Transaction Fees
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