Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Excelsior, MN, US
Profile Type
Join A Practice
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$50,000.00
# of Accounts
25
Avg Client Age
45
Overview

I am a CFP currently seeking to merge my boutique practice to a mature team seeking next generation advisors. Our focus is retirement planning, managed portfolios, and legacy planning.

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