Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
311 days old
General
Location
Kearney, NE, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$95,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
600
Avg Client Age
62
Overview

We are a growing Financial Services firm with offices in Kearney, Grand Island, and Lincoln.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...