Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
836 days old
General
Location
Okemos, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Gleaner Financial is growing through practice acquisition. We are an independent financial planning subsidiary of a 124 year old insurance company. We provide comprehensive financial planning with an open and diverse investment platform. We operate with efficient systems and top of the line technology. We have capacity to take on new books of business with experienced advisors ready to add new planning relationships. We have offices in Okemos, Flint, Adrian, Ann Arbor and Grand Rapids.

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