$17MM AUM | $124,314 GDC in Mitchell, SD

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
368 days old
General
Compatibility
Location
Mitchell, SD, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$124,314.00
# of Accounts
362
Avg Client Age
51
Overview

I am looking to buy a book of business (or two) that doesn't require a lot of up front costs, to add to my current book. I live in Mitchell, SD but have no problem travelling as much as necessary to take care of client needs. I am prepared to immediately take over a business and/or transition over a period of time. I am very motivated and ready to take on new challenges. My practice is based on the golden rule. I am very passionate and driven when it comes to my client. Making their financial goals a reality is my goal. I look forward to hearing from you.

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