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SL advisors Listing
Financial Advisor

$75MM AUM | $500,000 GDC in Sun Prarie, WI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Sun Prarie, WI, US
12 Month Gross Revenue
$500,000
Number of Accounts
1,000
Avg Client Age
58

Overview

Primarily mutual funds, qualified retirement assets fixed annuities and alternative investments. REIT's etc. Timeframe 3-5 years, terms negotiable.

 

Has Office Space to Share in Sun Prarie, WI

Leased office space with a reception area and conference room with up to 8 offices. approximately 3000 square feet of office space.

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