$100 AUM | $40 GDC in Omaha, NE

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Omaha, NE, US
Listing Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$40.00
# of Accounts
10
Avg Client Age
55
Overview

I have been in the financial industry for over 15 years, 10 of that in internal wholesaling. I have always wanted to go out on my own and have my own practice. I’m looking to acquire a book, with an opportunity to be mentored. I have a lot of talent in retirement planning, a big heart for people and would like the opportunity to apply that.

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