$75MM AUM | $400,000 GDC in Johnson Creek, WI

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Johnson Creek, WI, US
Fee 0% Commission 100%
Gross Revenue
$400,000
# of Accounts
450
Avg Client Age
55
Overview

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.

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