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Financial Advisor   

$91MM AUM | $445,000 GDC in Grayslake, IL

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this month

Business Mix:

70% Comm
30% Fee


Grayslake, IL, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We deliver both specific needs and comprehensive planning mostly to small business owners, sales persons and middle upper management types. I am seeking an opportunity to meet a like minded advisor who has had a difficult time finding "young talent" to succeed him or her. I bring 24 years of experience and plenty of success and accolades to the succession process. I also understand our businesses are deeply personal - almost like having another child in the family - because of the years of sacrifice, the close client relationships, and the rewards of seeing our work impact the lives of others.

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