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

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred
Resources
Loading...