$360MM AUM | $1.2MM GDC in Cedar Rapids, IA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Location
Cedar Rapids, IA, US
Listing Type
Merge | Continuity | Buyer
Fee 0% Commission 100%
Gross Revenue
$1,171,000.00
# of Accounts
600
Avg Client Age
50
Overview

Office phone is ___-___-____. My name is Nathan Fisher. I am a CFP and have been in the business for 17 years. If you are interested in selling your book, I would be very interested.

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