Overview

Independent wealth management business offering advisory and brokerage services. Primarily fee based. Credentials include CFP, CPA and MBA from Wisconsin. Hold Series 7, 24, and 63 licenses. Began in the business in 1997 with Morgan Stanley. Became independent in 2009. Acquired one practice in 2012 and one in 2021. Seeking to acquire or become a successor advisor for a practice.

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