Overview

We are a team of two advisors aged 38 and 64, looking to acquire practices. We are located in the Oak Brook area. Most new business is fee-based, and we are working to convert most of our practice to fee-based, in addition to flat financial planning fees. Independent broker-dealer. We do some life insurance as well, and the younger advisor manages 30 business clients for their employee benefits and some retirement plans.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...