$9MM AUM | $73,000 GDC in Hopkins, MN
Member is Interested In:
I am a 9 year industry veteran and a Certified Financial Planner professional. I am part of a three person team and we are looking to expand our practice, by acquiring or merging with another practice. Our focus is on holistic Financial Planning and Retirement Planning. My team has over $155MM in AUM, where I account for $9MM of that.