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Financial Advisor   

$11MM AUM | $40,000 GDC in Madison, WI

Member Level
Basic
Last Activity
today

Business Mix:

50% Comm
50% Fee

General

Location
Madison, WI, US
12 Month Gross Revenue
$40,000
Number of Accounts
100
Avg Client Age
50

Overview

Looking to grow AUM business through acquisition. I have one partner and we are both Certified Family Business Specialists (CFBS) that focus on retirement income planning for individuals that own/operate closely held businesses.

 
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