Overview

My firm is a fiduciary-focused firm with two assistants. We only offer Advisory Services but have some grandfathered brokerage business along with a few Term Life policies. I am looking to purchase additional books of business in Oshkosh, WI and the surrounding area. Feel free to reach out any time.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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