Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Middleton, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$240,000.00
# of Accounts
70
Avg Client Age
60
Overview

I am a Certified Financial Planner (r) and operate a Registered Investment Advisory practice. I have almost 30 years of experience specializing in Financial Planning, Asset Management and Insurances. I am looking to expand my client base in southern Wisconsin/northern Illinois.

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