Overview

My business partner, Michael Ingram CFP, and myself run a advisory-based practice out of San Diego. Michael has twelve years of experience in the industry and I have six. We have recently joined a Platinum Producer Group within AXA called Midwest Financial Partners who manages about 1.65 billion in assets. Michael and I combined manage about 160 million in assets. We are trying to acquire books of business in the range of 20-60 million in advisory/fee-based AUM and our firm, Midwest Financial Partners, is looking to acquire books of business 100+ million in advisory/fee-based AUM. Interested in firms/advisors who plan to retire in 2-3 years to merge as well.


Last Activity
6 months or more

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