Overview

I am interested in connecting with financial advisors that are looking to sell their wealth management practice. I have been an advisor since 2005, most of that at a single large wire house (until 2018). I completed my MBA from the Ross School of Business at U of M in 2019, and am now focusing on building my independent practice. I have bought and sold advisory practices in the past, so am experienced in the process, knowing both what works and what doesn't.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
729 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...