Overview

We are a multiple advisor firm that is looking to expand in the Twin Cities and/or southern Minnesota. We value client relationships and would be interested in continuing to take care of the clients of an advisor that is retiring. We would also entertain merging a practice of which the advisor would be retiring in the next 5 years. We use a team approach within our firm, so the smaller clients will get attention from our advisors, not just the key clients. We have purchased a practice before, so do understand the process and have the staff to support the effort needed.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...