We have been an insurance only financial planning firm in business for 20 years and have recently expanded our service offering to include securities. While we already have a robust insurance business (primarily through fixed indexed annuities) we are looking to acquire books of securities business. We have built a high-touch service model for our clients and do comprehensive financial planning on a fee basis as well. Our AUM is currently $2MM and growing at a rate of ~$500k/month. Our custodian is TD Ameritrade.
Let's connect and discuss opportunities where we can both accomplish our goals.