$70MM AUM | $550,000 GDC in West Des Moines, IA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Continuity
Location
West Des Moines, IA, US
Fee 0% Commission 100%
$550,000
Gross Revenue
500
# of Accounts
50
Avg Client Age
Overview

You want to work with a team that has capacity, systems in place, people in place to do great planning. You want a great team and that does comprehensive financial planning for clients. If this sounds like you something that would be attractive, you owe it to yourself to have a conversation with us.

We would like to bring on advisors in the early to mid stages of their career that want to grow and believe in comprehensive planning using investments and insurance to round out a client's plan.

We are also interested in merging or becoming the succession plan for established advisors that need a succession plan and do not want to have to go out and hire and train a new advisor and deal with uncertainty.

Extended Profile Information

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