$65MM AUM | $1MM GDC in New Berlin, WI

Market
Advisor
Member Level
Premier
Last Activity
today
Listing Age
114 days old
General
Listing Type
Buyer
Location
New Berlin, WI, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
600
Avg Client Age
55
Overview

We are looking for Financial Advisors to join our team. We are willing to work with those who already have a book of business or are looking to build one. We offer back office support, client service support, marketing, mentoring and more! We focus on holistic financial plans including investments and insurance. Our firm is independent so we offer many products and always do what is best for the client.

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