$9MM AUM | $225,000 GDC in Sioux City, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Sioux City, IA, US
Listing Type
Seller | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$9,000,000.00
Gross Revenue
$225,000.00
# of Accounts
300
Avg Client Age
65
Overview

Seeking to merge in four years and then sell the business. Looking to complete the merge in 1- 2 years.

The ideal candidate has experience with personal markets including retirement planning, annuities, securities, life insurance, and long term care. Seeking a candidate with a CFP certification or other applicable certification. Interested in conversations with candidates in Midwestern states that are looking to establish a full time presence in Iowa.

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