Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Profile Age
53 days old
General
Location
Milwaukee, WI, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$1,000,000,000.00
Gross Revenue
$8,000,000.00
# of Accounts
9,400
Avg Client Age
62
Overview

We are a firm built by advisors looking to grow. We share infrastructure such as marketing, operations, class A office space, and planning department. We have multiple locations in the state of Wisconsin. By surrounding our team members with resources we continue to grow their practices and at the same time giving them time back on a weekly basis. We offer the resources of a typical wire house in an independent environment.

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