Overview

We are looking to bring on NEW Advisors to our firm that already have an existing book of business. New Advisors would be able to maintain their own Name, Office, and Staff. We would provide the platform to utilize. We would also be interested in purchasing a book of business.

We offer very competitive payouts, full-service back office operations team, and the capabilities of a large firm. We pride ourselves as being able to operate as if we were a large RIA, with staying true to our roots with having a small-office feel internally with great culture.

We are a Registered Investment Advisory (RIA) based out of Elkhorn, Nebraska with Advisors scattered across the United States. We opened up shop in 2016, and have been growing ever since. We originally opened up to provide wealth management options to independent insurance agents to help make their practice more holistic in nature, but now we are at a point where we are rapidly growing with AUM, and looking to add more high-quality advisors to our platform that are looking for a new home OR finding someone that is looking to partner up with a successor to take care of their clients when they step-away from the business.

Market
RIA
Member Level
Plus
Last Activity
this week
Listing Age
334 days old

Business Data

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