$1MM AUM | $10,000 GDC in Indianapolis, IN

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Indianapolis, IN, US
Fee 0% Commission 100%
$10,000
Gross Revenue
5
# of Accounts
37
Avg Client Age
Overview

I am a 28 year old CFP slowly growing my dream career on the side as I work full-time outside of the industry. I work primarily virtually with the ability to host face to face meetings at a work space or a rented space. Main focus is financial planning through a fee, but will use my insurance license to provide insurance products if necessary. I hold my 7 and 66 as well. Looking to mainly buy a small fee-based/only practice, but am always open to discuss other ventures.

Extended Profile Information

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