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Financial Advisor   

$48MM AUM | $376,000 GDC in Minneapolis, MN

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Minneapolis, MN, US
12 Month Gross Revenue
$376,000
Number of Accounts
15
Avg Client Age
42

Overview

Producing Branch Manager with a disciplined managed money practice. The hope is to find like minded advisors that are looking to leave their clients in the hands of an ethical professional who understands their needs and financial goals. In the same breath, I recognize the time and effort put into building a book of business and making sure that an advisor is compensated fairly and their reputation is held intact through any transition.

 
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