Overview

I am in an independent advisor that works with a broker/dealer and has an outside RIA. The majority of my clients and assets are invested in advisory. I have commission-based business on the books from a past acquisition and I think that type of business can be the best option in the right situation.

I'm on SuccessionLink because I'm looking to help an existing advisor who is looking for a succession plan. For advisors with practices under $100,000,000, I'm able to purchase the practice upfront with cash. Since most practices are built on friends and family, I work to ensure their clients are helped at the same high level the retiring advisor worked with them.

If you are in the Green Bay area and are looking to have a quick chat please contact me. If it makes sense, we can have a "mutual discovery meeting" to see if future conversations are merited. Make it a great day.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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