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Financial Advisor   

$27MM AUM | $245,000 GDC in Middleton, WI

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Middleton, WI, US
12 Month Gross Revenue
$245,000
Number of Accounts
150
Avg Client Age
60

Overview

Looking to put a succession plan in place.

 
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