$30MM AUM | $220,000 GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
257 days old
General
Compatibility
Location
Overland Park, KS, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$220,000.00
# of Accounts
250
Avg Client Age
50
Overview

I am looking to grow my business through acquisition. I would be an ideal fit for a potential seller because I am very adaptive and would work hard to keep client relationships in tact. I am open to flexible terms on how practice transfers and/or merges. I have over 22 years of financial services experience and love helping people succeed and reach their financial goals. I am a Certified Financial Planner (CFP) and Chartered Retirement Plans Specialist (CRPS).

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