Overview

I am in the early stages of organizing a move to the independent side of the business. My investment mix is primarily managed money, I have one junior partner and we both hold CFP designations. We have a clean U4, and can move over $200,000,000 when the opportunity is right. I plan to be in the business for another 25 years, as does my partner and we have 3 other established advisors that would like to join us when we establish the new firm. I would like to execute this plan in conjunction with buying a substantial existing book of business, either in the Chicago or Los Angeles market. Please contact me if you would like to discuss further. Thank you.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

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
Resources
Loading...