$450MM AUM | $5MM GDC in Muncie, IN

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Muncie, IN, US
Fee 0% Commission 100%
Gross Revenue
$5,000,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

Owners Mark Lamkin and Derek Wilson looking to grow throughout Indiana and beyond. Ideally with advisors looking at retirement in next 3-10 years who need a partner to help transition. Offices currently in Muncie, IN and Louisville, KY.

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