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Financial Advisor   

$55MM AUM | $500,000 GDC in Minnetonka, MN

Member Level
Premier
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Minnetonka, MN, US
12 Month Gross Revenue
$500,000
Number of Accounts
130
Avg Client Age
55

Overview

I have a growing business, averaging $300,000 of net new assets a month. Majority of my production is from advisory, but am very focused on insurance and lending to help bring a comprehensive plan for my clients.

 
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