Overview

We are a well-organized, 26 year, financial planning and fee based (primarily recurring revenue) independent Ameriprise franchisee (2nd largest in AZ) in Scottsdale. Our team has had great success in helping advisors that are traditionally commission-based transition their book to fees. We've been selected as one of Barron's top 1200 advisors nationwide from 2015, 2016, 2017, 2018 and 2019.
If you are looking for a succession partner, wanting to merge, transition, sell their practice, or simply to join our firm as a team member, please take the opportunity to engage with me.
Please contact Kirk ___-___-____

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months

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