$5MM AUM | $50,000 GDC in Nashville, TN
Member is Interested In:
I run a holistic financial planning practice. I affiliate with Northwestern Mutual to be able to provide their world-class insurance products, but can broker out to other insurance companies. I also use their Wealth Management Company as my broker-dealer, and clear through Pershing. I have had my CFP for 2 years now, and am hoping to expand my client base through acquisition of practices.