Overview

I am a seasoned advisor in the Ozaukee County area looking to grow my practice via acquisition. Although I am a CFA and enjoy individual security research, I primarily use Raymond James 3rd party portfolio managers for most clients, but on occasion will set up either a mix of ETFs or individual stocks to create a diversified client portfolio based appetite and risk tolerance. My practice is in growth mode and I'm open to discussing options for purchase of practices from advisors looking to exit the business over the next few years with the intention to merge purchases into Raymond James.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...