Contemporary Financial Solutions
Year founded: 2003
Producing reps: 96
Est. gross revenue (2006): $1.4 million
Avg. annual gross production
per rep (2005): $12,000
Ratio of reps to home office: 48 to 1*
Leader’s top priority**
Short term: Rep recruiting
Longer term: increased regulation
Company data self reported as of April 1, 2006
*CFS shares compliance and technical
personnel with Mutual Service Corp.
**Investment Advisor survey, August 2006