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

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Oshkosh, WI, US
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# 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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