$50MM AUM | $300,000 GDC in Madison, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Madison, WI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$300,000.00
# of Accounts
250
Avg Client Age
45
Overview

➨➨I am a CFP Practitioner actively pursuing strategic partnerships to buy, merge, or become the successor to advisors who are looking to transition out of the business or into retirement. This is the best way for me to build a business that is bigger than any one person, something that instills confidence and continuity for our clients. Scaling in this manner will allow me to help people, on a national scale, to achieve their hopes, dreams, and goals through the work that I do.
➨The following points exemplify how I am well positioned to execute my plan to grow:
• Financing in place for virtually any size practice
• Strong back office to support the transition of a practice
• Successfully transitioned a retiring advisor’s practice with almost no attrition
• Experience with multiple office locations with strong national infrastructure
• Embrace technology to increase efficiency, improve client service, and simplify the planning process
• Clean U4 and compliance record
• My current licenses & designations include: Series 7, 6, 63, CFP, ChFC, CLU, LUTCF

➨My team and I are looking to work with like-minded people who have similar philosophies that will allow for a seamless transition for their clients. I would very much appreciate the opportunity to speak with you to learn more about your business and what an ideal succession plan looks like to you. ➨Please feel free to email me at ___, call me at ___-___-____, or message me on here. Thank you.
I look forward to connecting with you.

Best Regards,
Derek Notman

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