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Financial Advisor

$50MM AUM | $500,000 GDC in Plymouth, MN

Member Level
Premier
Last Activity
today

Business Mix:

10% Comm
90% Fee

General

Location
Plymouth, MN, US
12 Month Gross Revenue
$500,000
Number of Accounts
400
Avg Client Age
55

Overview

I'm a 16 year industry veteran and CFP who focuses on comprehensive financial planning. I'm looking to purchase practices and/or come to succession arrangements. I have staff and space available to take on and facilitate a purchase/succession.

 

Has Office Space to Share in Plymouth, MN

I have individual offices and cube space available.

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