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 another practice in the next 2 years. I'm also looking for transition/succession partners for a planned succession around 2030. 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. However, for the right situation, I'd consider changing broker-dealers.

I'd certainly be receptive to acquiring a practice (including existing staff) 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 20 years and hold the Certified Financial Fiduciary designation.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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