$13MM AUM | $140,000 GDC in
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.