Join or Login for Access

SL advisors Listing
Financial Advisor   

$250MM AUM | $1.5MM GDC in Waukesha, WI

Member Level
Premier
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Waukesha, WI, US
12 Month Gross Revenue
$1,500,000
Number of Accounts
800
Avg Client Age
60

Overview

My team is young and growing organically, but we're open to acquiring an existing practice and/or succeeding an established advisor.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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