Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
451 days old
General
Location
Milwaukee, WI, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$13,000,000.00
Gross Revenue
$140,000.00
# of Accounts
125
Avg Client Age
55
Overview

I have been an advisor for 7 years. I was with a St. Louis based firm where I grew a practice to 50 million, and then I transferred to a New York based firm to work for an advisor that retired. His partner and I had a disagreement and it caused me to move to A new office in Milwaukee. I am looking to work with a senior advisor in Indianapolis to be closer to my wife’s family or to potentially purchase a book.

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