Overview

I am looking to find another Advisor/Planner in the Omaha Metro that would like to establish a group/partnership. I am not interested in leaving my current firm, instead I am targeting those individuals that are looking to leave their current RIA/Wirehouse Model. Candidates would have an existing book of business as they transition over. Preference would be coming from a RIA/Hybrid Model, as we do not have brokerage assets. Preference would be with someone with a professional designation (CFA, CFP, CPA, etc) or in the midst of working to attain one.

The most important thing is the value-add you have to your clients and the firm as a whole. So if you don't meet the standards above, we could certainly find an exception for the right person.

As a Firm we manage $160M in AUM. We have both an institutional (B2B) and Retail (B2C) Channel. We are looking specifically for someone to Partner up with our Retail Advisor in the Omaha Metro which has AUM of $35M+. Growing can mean One of Two different things such as Joint Work (Fee-Split) OR Working Independently (Own Rep Code).

Reach Out if You would be interested in learning more Today.

Market
Advisor/RIA
Last Activity
2 weeks

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