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Financial Advisor

$90MM AUM | $700,000 GDC in Des Moines, IA

Member Level
Basic
Last Activity
this week

Business Mix:

60% Comm
40% Fee

General

Location
Des Moines, IA, US
12 Month Gross Revenue
$700,000
Number of Accounts
1,500
Avg Client Age
54

Overview

We are a firm that focuses in the pre-retiree and retiree market place. We have a holistic financial planning process that we call our TOTALVISION Process. We are looking to grow by purchasing or merging with another practice(s). Our new address will 6000 Grand Ave, Ste. B, Des Moines, IA 50312,effective 4/15/16.

 
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