Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Appleton, WI, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$77,000,000.00
Gross Revenue
$525,000.00
# of Accounts
400
Avg Client Age
45
Overview

Rapidly growing dually-registered planning-focused firm seeking to grow through acquisition or strategic advisor partnerships, including late career or those contemplating transitioning to independence but desiring some structure and collaboration. Our independent RIA provides the ability to rapidly evolve services, while our broker/dealer affiliation offers the ability to service legacy business in an efficient manner.

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