$225MM AUM | $3MM GDC in
This fee-based, financial advisory firm with offices located in Wisconsin, Minnesota, and Illinois, is actively recruiting advisors, buying established practices/businesses and looking for opportunities with other firms interested in merging their financial practice. The firm was established in the mid-1980s and offers in-house professional money management, comprehensive financial planning, business retirement plan services, and other related financial services. Unlike most firms, there is a path to partnership and equity ownership for qualified candidates/individuals/firms. The firm has also invested in cloud-based solutions and paperless technology to enhance the customer and advisor experience.