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Financial Advisor   

$80MM AUM | $250,000 GDC in Rochester, MN

Member Level
Basic
Last Activity
this month

Business Mix:

60% Comm
40% Fee

General

Location
Rochester, MN, US
12 Month Gross Revenue
$250,000
Number of Accounts
160
Avg Client Age
64

Overview

Certified Financial Planner with 10 years of experience. Looking for acquisition opportunities.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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