Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Profile Age
682 days old
General
Location
Chicago, IL, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$340,000.00
# of Accounts
200
Avg Client Age
55
Overview

Alpen Wealth Advisory Group is interested in partnering with financial advisors looking to retire now or in the near future by providing succession planning services or by acquiring practices through purchase. Oliver Ernst, head of practice at Alpen Wealth Advisory Group, has worked as a wealth advisor and manager since 2003 and is a Certified Financial Planner™. Oliver has been involved in practice purchases in the past and in successfully transitioning clients.

Alpen Wealth Advisory Group is committed to comprehensive, individualized wealth planning. As part of an RIA, Alpen Wealth Advisory Group has processes in place for a successful and simple transition no matter the platform.

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