Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Forest Lake, MN, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$189,000.00
# of Accounts
400
Avg Client Age
55
Overview

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.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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