Overview

I'm a 43 year old CFP with more than 20 years of industry experience and own a boutique planning firm with locations in Maple Grove and Lakeville, MN. We have a full staff to offer support in scheduling, processing, planning, and investment research. I'm looking to add advisors to our team who fit our culture and are looking to cut out all of the "busy work" and spend the bulk of their time meeting with clients and offering advice. Whether you're looking to maintain ownership of your practice or are looking for a successor I'd be interested in chatting. Location is also not a big issue as we have clients across the country and are interested in opening offices in other locations.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...