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

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
St. Louis Park, MN, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$26,000,000.00
Gross Revenue
$170,000.00
# of Accounts
300
Avg Client Age
60
Overview

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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...