Overview

I am hoping to locate sellers of mixed practices were only fee-based advisers in the western Michigan area. I want to be patient and my approach in hopes of not purchasing an overpriced asset. Flexible on certain terms and conditions.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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