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Financial Advisor   

$80MM AUM | $700,000 GDC in Appleton, WI

Member Level
Basic
Last Activity
2 weeks

Business Mix:

10% Comm
90% Fee

General

Location
Appleton, WI, US
12 Month Gross Revenue
$700,000
Number of Accounts
1,500
Avg Client Age
65

Overview

We are a strategic wealth management firm, but have an affiliated CPA practice as well. We perform comprehensive strategic financial planning for our clients, who are in or near retirement. We are looking to add an advisor (or small team) to our firm. Our goals of this addition are economies of scale, collaboration, & continuity protection.

 
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