Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
1,147 days old
General
Location
Waukesha, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$29,000,000.00
Gross Revenue
$275,000.00
# of Accounts
215
Avg Client Age
61
Overview

I am a tax planning, financial adviser with an MBA in Finance and Accounting. Looking to expand my business and taking on clients servicing the entire southern half of Wisconsin. From Green Bay to Milwaukee to Madison to Beloit. I bring a very in-depth comprehensive planning approach dealing with cash flow analysis through taxes, investments, insurance products and estate planning; developing deep relationships with my clients for the long term. Specifically looking to acquire existing books of business from near retirement or retiring advisers as I continue to scale up my practice.

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