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SL advisors Listing
Financial Advisor   

Listing in Grand Rapids, MI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Grand Rapids, MI, US

Overview

I'm specifically targeting (1) a succession plan with a seasoned adviser; or (2) joining an existing RIA where I can operate with a high degree of independence, serve existing clients, and eventually work in to an ownership position with the firm. With a succession plan, I'm open to a gradual transition or even partnership. With an existing RIA, I'll entertain any and all arrangements, so long as we can both find long-term success.

 
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