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Financial Advisor

$80MM AUM | $200,000 GDC in Mokena, IL

Member Level
Lite
Last Activity
this week

Business Mix:

60% Comm
40% Fee

General

Location
Mokena, IL, US
12 Month Gross Revenue
$200,000
Number of Accounts
600
Avg Client Age
50

Overview

Lionheart Financial Ltd is a comprehensive planning firm with over 25 years experience. We have six advisors currently are looking to add advisors to fill our four locations with an eye to opening a fifth in the next 12 months.
Our firm focuses on comprehensive financial planning with a continuing shift to advisory. We have strong relationships with our professional network and work closely with VOYA 401k plans to provide onsite services.

 
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