$5MM AUM | $45,000 GDC in De Pere, WI

Market
Advisor
Member Level
Premier
Last Activity
this week
Listing Age
65 days old
General
Listing Type
Buyer | Merge
Location
De Pere, WI, US
Fee 0% Commission 100%
Gross Revenue
$45,000.00
# of Accounts
15
Avg Client Age
55
Overview

I am looking to grow my personal book of business before my father retires and I take over his current book. Using a fee based holistic approach to find out what is the best for our clients to make sure they have a great retirement.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...