$90MM AUM | $600,000 GDC in Altoona, WI
Member is Interested In:
Our firm specializes in retirement income planning, 401(k) management and business succession planning. Our firm currently has three advisors with 35, 9 and 5 years of experience. Our desire is to merge with other high quality advisors to leverage resources in order to continue high quality of service to clients, increase productivity, and increase profitability in the changing landscape of the industry.