Join or Login for Access

SL advisors Listing
Financial Advisor   

$300MM AUM | $750,000 GDC in Overland Park, KS

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Overland Park, KS, US
12 Month Gross Revenue
$750,000
Number of Accounts
480
Avg Client Age
60

Overview

50% wealth mgmt. full service, investment, retirement, estate, business succession and benefits
50% Corp Retirement plans.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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