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Financial Advisor   

$450MM AUM | $1.8MM GDC in Appleton, WI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

1% Comm
99% Fee

General

Location
Appleton, WI, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
2,000
Avg Client Age
55

Overview

Financial Planning - ETF Investment Strategist

Merger and/or Succession Plan

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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