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Financial Advisor   

$186MM AUM | $1.9MM GDC in Brookfield, WI

Member Level
Lite
Last Activity
this week

Business Mix:

14% Comm
86% Fee

General

Location
Brookfield, WI, US
12 Month Gross Revenue
$1,950,000
Number of Accounts
1,400
Avg Client Age
48

Overview

Focused on active dynamic allocation fee-based managed ETF Portfolios; have some unsolicited commission business. I already have 3 other advisors and looking to grow by acquisition/merger. Also considering succession plan.

 
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