$20MM AUM | $200,000 GDC in St Louis Park, MN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
St Louis Park, MN, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
275
Avg Client Age
54
Overview

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.

Extended Profile Information

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