$20MM AUM | $200,000 GDC in St Louis Park, MN
Member is Interested In:
CFP practitioner, Hybrid-RIA investment advisor representative with multiple registrations including 360 Wealth Management (RIA), LPL Financial (RIA for retirement plan consulting) and LPL Financial as broker-dealer. Focuses include: comprehensive fee-based planning, retirement plan education and consulting (broker of record and 3(21) fiduciary, insurance and investment advice. Series 7, 66 and life/health/disability insurance lines. My intent is to locate smaller advisory practices with similar client base profiles managed by advisors with similar philosophies who are looking to merge or exit through strategic and client-centric transition and merge them under the existing model.