$550,000 AUM | $4MM GDC in Fitchburg, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
450 days old
General
Compatibility
Location
Fitchburg, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$550,000.00
Gross Revenue
$4,000,000.00
# of Accounts
3,500
Avg Client Age
66
Overview

Klaas Financial Asset Advisors, LLC. has been in business since 1976 and we have offices in Northern Illinois and Southern Wisconsin. We help individuals, families and companies plan and invest for retirement. Our objective is to provide our customers with answers to all their retirement questions in one place.
We are looking for retiring advisors with a good fee centric book of business who don't already have an internal succession plan in place and would like to find a well versed multigenerational transition partner.

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