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Financial Advisor

$50MM AUM | $500 GDC in Minneapolis, MN

Member Level
Basic
Last Activity
6 months or more

Business Mix:

80% Comm
20% Fee

General

Location
Minneapolis, MN, US
12 Month Gross Revenue
$500
Number of Accounts
215
Avg Client Age
66

Overview

Growth through thoughtful acquisition. Helping individuals by providing succession of their business - with a tailored departure schedule.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging