$6MM AUM | $120,000 GDC in Tomahawk, WI

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Seller | Merge | Succession | Continuity
Location
Tomahawk, WI, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
300
Avg Client Age
60
Overview

40 year health insurance agency, last 15 years as IAR doing small retirement plans, rollovers, IRA's, retirement income planning along with health insurance under and over age 65. All securities business commission based now.

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