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Financial Advisor   

$250MM AUM | $1.8MM GDC in Brookfield, WI

Member Level
Premier
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Brookfield, WI, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
1,000
Avg Client Age
55

Overview

With many more years ahead of us than behind in the industry, looking to acquire or potentially merge. Ideally looking to be part of a succession/continuity plan.

 
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