$105MM AUM | $1.1MM GDC in The Woodlands, TX

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The Woodlands, TX, US
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I've been licensed since 1983. My credentials include: MBA, CFP, ChFC, CLU (insurance), APMA (discretionary), CMFC, CRPC (retirement), CKA (biblical), CDFA (divorce).
I am in a team practice: Misner, Luft & Associates a financial planning practice with Ameriprise Financial Services, Inc. (Fortune top 250 firm and member of the S&P 500)
Our practice has excess capacity to grow and add new clients with the existing staff personnel; and we are willing to add staff to accommodate a larger purchase.
Our practice is based on financial planning, world-class client service, friendly staff, awesome office space, and smart advisors providing advice tailored to each client.
We have a systematized client service model (quarterly or semi-annual) with specific written Agendas for each meeting. Meetings are scheduled a year in advanced.
Our investment accounts that we use are a blend of: fee-based wrap accounts, brokerage accounts, and SMAs & managed money accounts.
We have secure email and website that are behind a firewall provided by Ameriprise Financial. Digital data protection is provided by Ameriprise and taken very seriously.
If we decide to purchase your practice, you can expect that the contract will be with and funds will be paid to you by Ameriprise Financial.

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