Overview

I have a small but growing financial planning practice that I want to expand via acquisition/succession, in addition to organic growth. I want to acquire one or two practices by 2020. I'm also looking for transition/succession partners for a planned succession around 2025-2027. I've affiliated with a wonderful broker-dealer and I'm extremely happy with NEXT Financial. In fact, I'm looking for advisors who want to find a broker-dealer they can be "at home" with for the rest of their careers. I'd welcome conversations with advisors who want to join my practice and be a part of major new marketing efforts to help build their business.

I'd certainly be receptive to acquiring a practice or partnering. I'm also interested in acquiring partial books of business in the general area of Omaha, NE. I've been a FINRA arbitrator for 16 years and hold the Certified Financial Fiduciary designation. I'm also a Dave Ramsey Smartvestor Pro advisor.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
558 days old

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