Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Sioux Falls, SD, US
Profile Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$800,000.00
# of Accounts
610
Avg Client Age
63
Overview

We help people organize their assets to meet the goals of retirement and/or legacy building. The firm has been an Insurance/Annuity firm doing $10 million to $12 million yearly. The addition of Managed Money has increased this number and continues a steady upward climb. We are well recognized in the community and have conducted a weekly radio show in the past along with internet advertising and currently running TV Ads. We do seminars monthly in the Sioux Falls, Brookings, and Mitchell areas. We have a several solid systems in place that has worked successfully for years to bring in new and existing clients along with referrals.

Since the firm is a young on the advisory side of the business and has 37 years experience on the Insurance/Annuity side, we are interested in merging and/or selling to another advisory group to satisfy both growth and succession planning reasons. The company does service a base of more than $50 million in annuities and life insurance premiums.

Our CRM system is up to date and automatically updates monthly with a great 3rd party manager.

This is a turnkey operation.

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