Overview

We are a Indianapolis based financial planning firm providing asset management, 401k implementation, and private equity mergers and acquisitions to a diverse client base. We are looking for younger advisors looking to grow their books of business as well as seasoned advisors looking to put a continuity plan in place.

Market
Advisor/RIA
Last Activity
2 weeks

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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Variable Annuities

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Insurance Business

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CRM Systems

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