Overview

I am an advisor working in Cedarburg Wisconsin with a client average AUM of $500,000. I am seeking to purchase a smaller book of business within 10-15 miles of my current location in the range of 10-15 mm in assets. I have financing available through my RIA affiliate LPL Financial. My current business is 90% fee based and other practices with a majority of current fee based business would be preferred.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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