$500MM AUM | $1.5MM GDC in
Overland Park, KS

To Advisors looking to sell or transition their practice:

I am a partner/owner of an independent and privately owned firm with 5 partners, 22 licensed advisors, and 25 support staff. Our specialization is comprehensive wealth management. Our total firm revenue is derived from 50% Private Wealth Management and 50% Qualified Retirement Plan Consulting. We are Registered Reps and IAR's under the Commonwealth Financial Network RIA. After 23 years, my business is well established and recognized in the community. I'm 51 yrs old and plan to be in this business another 20+ years. My interest is in buying a practice from an advisor who is looking to join a larger practice or transition into retirement. Commonwealth provides expertise and support to both the seller and buyer and has facilitated many of these transactions. They are a great resource to both of us. I have approved financing and will work with you to professionally transition your business in a manner that is easy and seamless to the clients. My local transition team of 3 support staff will assist and manage the transition for both of us. Commonwealth also provides a team of transition experts dedicated to this process.

To Advisors interested in joining our firm:

We are a growing firm interested in Financial Advisors who follow the same "Serve First" philosophy. Maybe you're tired of working alone, or have interest in being part of something bigger with a wealth of resources. We have built an environment that allows serious advisors to grow their practice to new levels. Our Broker Dealer, Commonwealth, is among the highest regarded in the country and is truly independent. The payouts are among the highest in the industry and the Technology is extensive.