$60MM AUM | $800,000 GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Overland Park, KS, US
Listing Type
Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$800,000.00
# of Accounts
600
Avg Client Age
62
Overview

We are a dually licensed Advisory/Investment/Estate Planning firm, holding Series 65 and State insurance licenses for life and fixed annuities.

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