Overview

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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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