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Financial Advisor   

$125MM AUM | $450,000 GDC in Cedar Falls, IA

Member Level
Basic
Last Activity
this week

Business Mix:

60% Comm
40% Fee

General

Location
Cedar Falls, IA, US
12 Month Gross Revenue
$450,000
Number of Accounts
600
Avg Client Age
55

Overview

Existing firm has a principal advisor with 30+ years experience and a junior advisor with 2+ years experience. Current book of ~$125M AUM is a mix of fee and commission-based accounts. The junior advisor would like to purchase and integrate another practice with the existing practice. The junior advisor would have management and financial assistance from the principal advisor. Looking for existing practices for sale, merger, or succession in Iowa and front-range Colorado.

 
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