Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Salina , KS, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$375,000.00
# of Accounts
230
Avg Client Age
65
Overview

I have a sustainable service model in place and focus on fee based advisory work. I'm looking to grow both organically and by acquisition. I have previous experience with the acquisition process. I travel to certain areas quarterly, so I'm open minded on location.

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