Buy/Sell a Practice
The FPA of Nebraska website offers this service to help members interested in buying or selling a practice.
If you would like to post information about your interest in buying or selling a practice, please summarize your information in 100 words or less and e-mail it to FPA of Nebraska Executive Director Katharine Kline at
[email protected]. Be sure to include your contact information. Your notice will then be posted on our website and will remain posted on the website until you advise us to discontinue the notice.
For more information, feel free to contact the FPA of Nebraska office at 844-249-8806 or via e-mail.
Mercer Advisors, a nationwide, fee-only wealth management firm with over $12 billion in client assets. Under one firm we offer: Financial Planning, Investment Management, Tax Planning & Preparation, Estate Planning and Corporate/Family Trustee.
In 2017 alone, we added $1.6 billion in GNA from ~800 new clients and conducted eight acquisitions ($1.1 billion). We have also built strategic partnerships (e.g., TD Ameritrade and Charles Schwab) that produce wealth management leads.
The team has scaled multiple departments, such as investments, marketing, and finance, to relieve advisors of middle- and back-office responsibilities providing leverage for planners to expand and service their client base.
Mercer Advisors Inc. and/or Mercer Global Advisors Inc. WILL NOT ACCEPT time-sensitive transactional directives via email. This includes, but is not limited to a directive to buy or sell securities, instruction regarding account allocation or any other manner of change notice affecting a client account. For your protection, please do not include your social security number, account number, or any other personal or financial information in the content of the email. CONFIDENTIALITY NOTICE: This email and any attachments are strictly confidential and may be protected by legal privilege. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of this email or any attachment is STRICTLY PROHIBITED. If you have received this email in error, please notify us immediately by returning it to the sender and delete this copy from your system. Thank you for your cooperation.
For more information, contact:
Regional Vice President and Branch Manager
10040 Regency Circle, Suite 310 | Omaha, Nebraska 68114
T 888.355.2151 | D 402.915.4019 | F 805.565.2659
Through in-depth, long-term relationships, CCAM seeks to truly understand the unique circumstances and goals of each individual client. Through these relationships, CCAM develops sound, individualized wealth management strategies.
We understand the hard work that goes into building a financial services practice and strive to honor the hard work and years of service to your clients, throughout our practice acquisition process.
Please contact us today to begin the discussion of how to best care for your clients after you move on.
Capital Consulting & Asset Management
140 N 8th Street | Suite 410 | Lincoln, NE 68508
Phone 402-477-2500 | Toll-Free 888-818-CCAM (2226)
Take some great advice --your own.You have hopes and dreams beyond your career, just like your clients. You will need a succession plan to get there.If you're planning to sell your practice -- or need to start thinking about it -- give me a call at 712-256-4900. You planned your success.It is time to plan your succession.
R. Scott Darrah, CFP®, ChFC®, CLU®
Ameriprise Financial Services, Inc.
120 S. 6th Street | Council Bluffs, IA 51501
Office: 712.256.4900 | Fax: 712.256.4965