Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
708 days old
General
Location
El Dorado, KS, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$46,000,000.00
Gross Revenue
$341,000.00
# of Accounts
316
Avg Client Age
63
Overview

We are a stable but ambitious firm looking to expand our regional footprint through acquisition and merger opportunities in the Kansas, Oklahoma, Arkansas markets. As a hybrid RIA firm with LPL we have the flexibility to service our business with modern tools and support systems for any size business. We would like to find advisors seeking a succession plan or advisors looking to shift their business to the independent structure. We are licensed in nearly every state on the advisory and brokerage platforms.

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