Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
736 days old
General
Location
Neenah, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$17,000,000.00
Gross Revenue
$110,000.00
# of Accounts
250
Avg Client Age
45
Overview

I am an independent advisor looking to grow my business through acquisition. I understand that those that are selling want to make sure their clients are being taken care of in a style they are comfortable with while also earning a fair price. I have 14 years of experience with 7/66 and LUTCF and RICP designations. I focus on comprehensive planning and fee based investment management.

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