$26MM AUM | $170,000 GDC in St. Louis Park, MN

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St. Louis Park, MN, US
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Buyer | Merge | Join A Practice
Fee 0% Commission 100%
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I managed a team of Advisors with $100 million built from scratch, but lack of control made me leave my management role. I now have control over my practice.I would like to transition my business to primarily Fee based. I would like to change to a new BD or RIA, and find someone who is looking for a successor that will take the time to understand there business and continue working with the clients the way they have always been cared for. I am looking for someone who would like to retire in the next 5 years. I currently hold a series 7, 66, and 26. I have a Retirement Income Certified Professional designation. I am in the process of getting a CFP. I have been an advisor for 12 years.

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