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SL advisors Listing
Financial Advisor   

$122MM AUM | $1.1MM GDC in Green Bay, WI

Member Level
Premier
Last Activity
this month

Business Mix:

25% Comm
75% Fee

General

Location
Green Bay, WI, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
325
Avg Client Age
58

Overview

We currently have access to capital and are looking to purchase practices to compliment or join the already existing practices or establish additional locations. Our processes are designed to streamline advisors duties to mainly only see clients or prospects rather than get bogged down in paperwork.

 
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