Overview

I am the middle partner associated with a boutique financial planning firm located in the Northwest suburbs of Chicago. I have a very broad mix of business with concentration on distribution planning and 401(k) plans. The majority of my revenue is consistent and derived from managed money and retirement plans. We are very well diversified and interested in purchasing a practice in the area.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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