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Financial Advisor   

$55MM AUM | $380,000 GDC in Fort Collins, CO

Member Level
Basic
Last Activity
this month

Business Mix:

20% Comm
80% Fee

General

Location
Fort Collins, CO, US
12 Month Gross Revenue
$380,000
Number of Accounts
220
Avg Client Age
67

Overview

We have 2 main areas of operation - the MIdwest, located out of Northwestern Wisconsin. We have 6 advisors located in 5 offices and 2 support staff. We also operate out of Fort Collins, CO where we have another advisor and support person. We have used a hub and spoke approach in the Midwest and am looking to do the same in CO/WY.

We are actively looking to grow thru either adding experienced advisors to our existing platform/offices, bringing on addt'l advisors and opening new offices where needed or thru acquisition of existing practices of advisors that are looking to sell/retire.

I, Brian Niemann, am the founder and owner of Wealth Management Group. We provide the support and infrastructure to advisors that are looking to be independent but yet have a safety net providing you cover. Our advisors average over 20+ years of industry experience. We like to believe that we are a best practices firm - taking what has worked well from our collective experiences and ridding ourselves of what doesn't. This approach allows us to focus on what's most important - our clients and their financial futures.

 
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