Overview

Seeking to completely sell book of business and retire. Seeking to identify a successor in the next year.

The ideal candidate has at least 20 years of experience with a CHFC, CFP, and CLU. The ideal candidate should be familiar with mutual funds and annuities. Seeking candidates with an established presence in the state of Iowa.

Market
Advisor/RIA
Last Activity
6 months or more
Listing Age
1,425 days old

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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