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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Overland Park, KS, US
Fee 0% Commission 100%
Gross Revenue
$750,000
# 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

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