Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Skokie, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$380,000,000.00
Gross Revenue
$700,000.00
# of Accounts
5,000
Avg Client Age
65
Overview

I have a large book of annuity business that I purchased last year and it is still extremely fruitful. I am looking for an adviser that's looking to retire or an adviser that has a successful practice with a good amount of AUM and is looking to sell. My business for the last 6 years has been financial planning and plan to continue that our clients. I love what I do and want to continue to grow our business and help those people needing help. We have a strong focus on the next generation with our clients and we get a lot of great traction and referrals this way. If you are looking for a committed adviser to take over your book (with compensation of course) then I would be interested in having a conversation.

Charlie Shinneman
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Email: ___

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