$240MM AUM | $1.3MM GDC in Plymouth, MN

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Location
Plymouth, MN, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
1,100
Avg Client Age
50
Overview

28 years as financial advisor, 19 years as a CFP. Looking to continue to grow business by working through our niche market, health care professionals. We are a very small, boutique independent financial planning practice that is looking for growth opportunities. Not looking to sell, but am interested in networking with the right people/organizations to build our organization.

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