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Financial Advisor   

$125,000 AUM | $805,000 GDC in Oconomowoc, WI

Member Level
Basic
Last Activity
2 weeks

Business Mix:

50% Comm
50% Fee

General

Location
Oconomowoc, WI, US
12 Month Gross Revenue
$805,000
Number of Accounts
2,500
Avg Client Age
56

Overview

Looking to acquire or merge with a 401k practice or with someone looking to retire in next 2-5 years.

 
Extended Profile Information

Peer to Peer
Finance
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