PRACTICE FOR SALE:
$9MM AUM | $225,000 GDC In Sioux City, IA
Overview: Advisor seeks to merge for four years and then sell the business. Advisor seeks to complete the merge in 1- 2 years.
The ideal candidate has experience with personal markets including retirement planning, annuities, securities, life insurance, and long term care. Advisor seeks a candidate with a CFP certification or other applicable certification. Advisor is interested in conversations with candidates in Midwestern states that are looking to establish a full time presence in Iowa.