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Financial Advisor   

$225MM AUM | $1MM GDC in Green Bay, WI

Member Level
Premier
Last Activity
this month

Business Mix:

49% Comm
51% Fee

General

Location
Green Bay, WI, US
12 Month Gross Revenue
$1,033,000
Number of Accounts
2,500
Avg Client Age
62

Overview

Since 2010 our business model has been trending fee-based. Currently operating in a Hybrid Advisory model. Future book acquisitions will be based on fee-based potential and recurring revenue compensation. Since 2000 we have been part of 9 business transitions and we are in the planning stages for another 3 acquisitions.

 
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