Overview

Our main business operations are located in Central WI. Looking to expand into the Fort Lauderdale, FL area. We are a combination of 3 firms: RIA, insurance and tax firms. Actively looking to acquire other firms or advisors with books of business. Since I am young, can also easily serve as a succession plan for older advisors looking toward retirement. We have built a tremendously successful business model over many years of experience. Our client retention is excellent due to our focus on service and ongoing communication.

Market
RIA
Member Level
Basic
Last Activity
this month
Listing Age
115 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...