Overview

This deal is in process and we not accepting any additional bids. Thanks for your interest.

Because of a strategic change in direction, we are looking to sell our bank book of business. The portfolio has grown over the past 15 years to about 18MM. The accounts are located in South Eastern Wisconsin. Finding the right fit for our clients is an important decision element for us. The ideal buyer is local, within 50 miles of Kenosha. We are hoping to close the deal before year end.

Last Activity
6 months or more
Listing Age
1,994 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...