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Financial Advisor   

$250MM AUM | $850,000 GDC in Overland Park, KS

Member Level
Last Activity
2 weeks

Business Mix:

5% Comm
95% Fee


Overland Park, KS, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


To Advisors looking to retire and transition their practice:

I am a partner/owner of an independent, and privately owned firm with 6 partners and 14 licensed advisors. Our specialization is comprehensive wealth management - 50% in Private Wealth Management, the other 50% is Qualified Retirement Plan Consulting. We are Registered Reps and IAR's under the Commonwealth Financial Network RIA. After 19 years, my business is well established and recognized in the community. I'm 47 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 transition to 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 team of 30 support staff can assist during that transition. 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 professional 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 will allow 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.

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