Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
565 days old
General
Location
Kansas City, MO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$230,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
4,600
Avg Client Age
50
Overview

We are a company that has been in business for almost 30 years. We have a young advisor in our office that is looking to expand his practice. He is a graduate of Kansas State University with a degree in Personal Financial Planning. We would prefer a practice anywhere from 1,000,000-50,000,000 in AUM. We provide comprehensive planning and do a little insurance. We are based out of Kansas City Missouri and are interested in practices within the KCK/KCMO area and surrounding cities.

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