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SL advisors Listing
Financial Advisor   

$45MM AUM | $700,000 GDC in Oshkosh, WI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Oshkosh, WI, US
12 Month Gross Revenue
$700,000
Number of Accounts
500
Avg Client Age
60

Overview

Two younger advisors with over 35 years experience combined with lots of years left to work. Looking to expand their practice by whatever means possible. Currently advertising, and getting involved with business networking opportunities in the community. Our practice consists of mostly blue collar mentality type minded people. Ready to take the leap and are now equipped to take on a book of business. We really enjoy helping are clients get to retirement and enjoy a successful retirement.

 
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