Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Waterloo, IA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$500,000.00
# of Accounts
2,500
Avg Client Age
58
Overview

Financial planning and investment advisory firm looking to expand our practice to specific clientele. We have 3 CFPs and all are RIA with over 40 plus combined years of experience. We have recently expanded our office space and are actively looking to acquire practices.

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