Overview

I operate a holistic financial planning practice in Minneapolis, including comprehensive insurance, investment, and income planning strategies. I'm looking to build on the investment side of my business through acquisition of a similar book of business. My preferred business partner would value planning beyond investments.

Market
Advisor/RIA
Last Activity
2 weeks

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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