Join or Login for Access

SL advisors Listing
Financial Advisor   

$10MM AUM | $110,000 GDC in Green Bay, WI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Green Bay, WI, US
12 Month Gross Revenue
$110,000

Overview

I do occasionally use VA's, but "Advisory" or No-Commission VA's for deferral purposes for someone over 59 1/2. 401k, SEP, and SIMPLE plans are a large focus of my business.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging