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Financial Advisor

$50MM AUM | $325,000 GDC in Minneapolis, MN

Member Level
Basic
Last Activity
this month

Business Mix:

25% Comm
75% Fee

General

Location
Minneapolis, MN, US
12 Month Gross Revenue
$325,000
Number of Accounts
200
Avg Client Age
55

Overview

Live in the minneapolis metro area. have a satellite office in detroit lakes mn that i visit once a month for a couple days. I'm looking to find an advisor who may be retiring or slowing down and wants a younger advisor to come in and help continue the business by merging with my firm (investment centers of america). My platform is both fee and commission with a big emphasis on finding high quality clients that need an array of financial planning services. I use e-Money financial planning software and completely up-to-date in my practice from technology standpoint. The biggest goal of this is to find an advisor that may be at a point where dealing with the DOL rule and trying to comply with everything may be too cumbersome. Along with doing some commission based business where it fits (annuities, life/ltc, disability, etc), i am primarily focused on doing advisory fee based wealth management for both individuals and managing company retirement plans for businesses). i could help convert a practice to advisory if it were a nice fit. Our firm is well ahead of the game in regards to the DOL ruling, and i feel like we are very well suited to provide a win/win situation for an exiting advisor. Looking mainly in the southwest metro of the city. It could be possible (or even ideal) to keep staff persons on board during and after the transition and make things as seemless as possible for everyone. Most important of all, I look to work with good people that need good help.

 
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