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Financial Advisor   

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

Member Level
Basic
Last Activity
this month

Business Mix:

70% Comm
30% Fee

General

Location
Grayslake, IL, US
12 Month Gross Revenue
$445,000
Number of Accounts
400
Avg Client Age
50

Overview

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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