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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Oct. 12, 2016

Business Data

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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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