$20MM AUM | $189,000 GDC in
Forest Lake, MN
I currently have a large book of insurance and mutual fund business and I wish to become fee-based. I wish to utilize my current talent, knowledge, and relationships to further my existing book of business, but I wish to purchase a book of business to enhance my fee-based business. I have over 1200 clients in the north metro area of Minneapolis and the Northern "Iron Range" cities.