Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Overland Park, KS, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$165,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
1,500
Avg Client Age
52
Overview

Our practice is made up of 4 advisors one who does our planning for us and two staff members. We also have a CPA and Attorney who does taxes and estate work for our clients. We have our own RIA and we use LPL as our B/D. I would love to have a conversation with someone at Succession Link to try and help us acquire a practice. We purchased another practice in 2011 and really enjoyed the process and feel really good about what needs to be done to make sure all parties are happy in the process. I look forward to a conversation with someone soon.

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