Overview

In addition to owning my own practice, as Managing Director, I cover the entire State of Wisconsin, supervising close to 80 independent broker/career product agnostic advisors, most of which who are interested in growing their practices, adding partners or junior advisors, and purchasing new blocks of businesses to service & grow. We have major hubs in Milwaukee, Madison, La Crosse, Steven's Point, Wisconsin Dells, Wausau, Eau Claire, Appleton, Green Bay, Fox Valley and Sheboygan. Also, most of them have multi-state practices that cross-over into MN, IL, MI, IA, IN. Many of our advisors' balance outside business activities such as also owning CPA, P&C, PNL firms, etc. Our advisors are looking for practices all over the board ranging from individual client fee-based, commission, risk-only practices, to the business market (401Ks/403Bs, Pension, NQDC, Group Benefits, ESOP, etc.) or any combination in between. We support both individual advisor (w/ or w/o staff) along with teaming models. Looking for advisors/teams to sell or transition their blocks with white glove service. Let's connect!

Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
Listing Age
606 days old

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