Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Overland Park, KS, US
Profile Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$72,000,000.00
Gross Revenue
$825,000.00
# 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. We grow organically by 10 - 15% annually. We are a two advisor practice, and each of us is 62 years old. No real interest in selling the practice at this time, not overly concerned with succession at this point as each of us plans to work for another 8+ years, but do not have a true contingency plan in place in the event one of us were to become unable to practice.

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