Overview

Interested in purchasing existing business in which current advisor is prepared for succession transition to begin within one year. Open to transitioning advisor remaining involved in a rainmaker capacity. Primary geographic focus is within a 90 mile radius of Peoria, IL Current market focus is advisory/managed accounts, comprehensive financial planning, and other wealth management products.

Market
Advisor/RIA
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...