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Financial Advisor

$22MM AUM | $80,000 GDC in Milwaukee, WI

Member Level
Basic
Last Activity
this week

Business Mix:

40% Comm
60% Fee

General

Location
Milwaukee, WI, US
12 Month Gross Revenue
$80,000
Number of Accounts
150
Avg Client Age
55

Overview

fee based advisory clients and 401k plans.
Looking to add to my practice in either of these areas.

 
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