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Financial Advisor   

$33MM AUM | $330,000 GDC in Brookfield, WI

Member Level
Lite
Last Activity
this month

Business Mix:

20% Comm
80% Fee

General

Location
Brookfield, WI, US
12 Month Gross Revenue
$330,000
Number of Accounts
640
Avg Client Age
58

Overview

Current business is a wealth management business offering advisory and brokerage services. Primarily fee based.

 
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