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Financial Advisor

$90MM AUM | $600,000 GDC in Altoona, WI

Member Level
Premier
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Altoona, WI, US
12 Month Gross Revenue
$600,000
Number of Accounts
600
Avg Client Age
55

Overview

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.

 
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