Overview

My business is comprised of mutual funds, managed money, stocks, bonds, and annuities - fixed and variable. I manage about 1750 accounts. As of now I work in an office with one other advisor, but would like a second. I have almost 37 years of experience as an advisor.

I'm on this platform to connect with other like-minded advisors who would possibly entertain the idea of working alongside me in my office as I have 1 additional office space in my suite that can be utilized. The ultimate goal is to identify two successors to split my business, and I'm hoping that the advisors that work alongside me would be interested in becoming my successor at some point in the future when I am ready to retire, estimated in 2025 to 2027. I'm not sure I'd necessarily "merge" our books at this time as I still plan to manage my own clients, but it could be a possibility under certain circumstances or in the future.

I'm looking for longevity - I'd like someone who will be working for at least another 15-20 years or so, perhaps a younger advisor. This advisor doesn't necessarily need to have a large book of business, but it is important for me that this advisor has or is willing to obtain a series 7 license. Due to the fact I want someone in the office, this advisor should be willing to drive to, and work daily out of my Wauwatosa office.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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