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

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Fort Collins, CO, US
Fee 0% Commission 100%
Gross Revenue
$380,000.00
# 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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