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Financial Advisor   

$27MM AUM | $156,800 GDC in De Pere, WI

Member Level
Lite
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
De Pere, WI, US
12 Month Gross Revenue
$156,800
Number of Accounts
75
Avg Client Age
50

Overview

Independent, state-registered RIA with ~$27+ million under management. Young owner with a long future in the business looking to acquire a firm. Custodian is Charles Schwab.

Systems I currently use: MoneyGuidePro, Tamarac AdvisorView (portfolio accounting and reporting), Microsoft Suite, YCharts.

Blend of active and indexed strategies within portfolios. Strong focus on planning and tax-sensitivity.

10 years experience working with high net worth and ultra-high net worth families via RIA firms.

 
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