Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 3 months
Profile Age
491 days old
General
Location
Waukee, IA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$400,000.00
# of Accounts
200
Avg Client Age
55
Overview

We're a full service financial planning firm looking to grow our footprint with the right seller. The ideal seller is getting close to retirement and wanting to have a succession plan to their book of business.

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