$50MM AUM | $400,000 GDC in Johnson Creek, WI
Member is Interested In:
I'm a 35 year old who built his own practice from an accounting agency. I'm fast growing and have a retail banking relationship now as well. There are several branch locations for the bank that I service. Looking to merge or buy practices. My office is in a great location and has room for other advisors. I can provide leads as well to help someone grow. I'm happy with my broker dealer and not interested in making a change now.