$10MM AUM | $100,000 GDC in Kenosha, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
225 days old
General
Location
Kenosha, WI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
80
Avg Client Age
65
Overview

Licensed attorney and IAR (series 65), also with Life and Health Insurance licenses. I have a business in Kenosha but am looking to transition closer into Milwaukee (maintaining Kenosha as a secondary location) through either acquisition or merger. I am hopeful that working together with a Milwaukee/Waukesha county area practice will facilitate that business's succession plan.

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