Overview

8 advisor producer group with 3 senior advisors (10 yrs+), 3 associate advisors (3 yrs+), 1 para-planner and 2 administrative staff members. We would like to identify a senior advisor looking to transition out of the industry within next 5 yrs who posesses a client centered, AUM focused practice within a 30 mile radius of the Indianapolis area. We also seek a newer advisor with 10+ million AUM looking to integrate with a values based, systems oriented firm to grow their AUM.

Last Activity
6 months or more

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