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Financial Advisor

$9MM AUM | $73,000 GDC in Hopkins, MN

Member Level
Premier
Last Activity
within 3 months

Business Mix:

40% Comm
60% Fee

General

Location
Hopkins, MN, US
12 Month Gross Revenue
$73,000
Number of Accounts
156
Avg Client Age
39

Overview

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.

 
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