Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Overland Park, KS, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$250,000.00
# of Accounts
160
Avg Client Age
45
Overview

As a younger advisor with the technical resources of a regional RIA with $3 billion under management, I have grown quickly in my first 5 years. But I am looking to continue growth organically and to explore additional methods as other advisors may be looking for transition or succession planning for their own practices.

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