$170MM AUM | $1.6MM GDC in Arlington Heights, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Arlington Heights, IL, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
500
Avg Client Age
60
Overview

I am a Certified Financial Planner running a Financial Planning practice with an emphasis on education and Retirement Planning for the past 20 years. I emphasize risk management principles in helping my clients accumulate assets for retirement and in designing long term income plans for retirement. I am primarily a fee based advisor looking to expand and grow my practice through an acquisition.

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