Join or Login for Access

SL advisors Listing
Financial Advisor   

$10MM AUM | $109,000 GDC in St. Louis Park, MN

Member Level
Premier
Last Activity
this week

Business Mix:

1% Comm
99% Fee

General

Location
St. Louis Park, MN, US
12 Month Gross Revenue
$109,000
Number of Accounts
63
Avg Client Age
52

Overview

I'm currently a one-adviser RIA looking to find an adviser talk about succession within the next 10 years. I am a fee-based CFP with 10 years experience in the industry, $10 million AUM (including 8 small 401k plans), and a successful 20-year career in entrepreneurial organizational management. I specialize in ESG (environmental, sustainable, and governance) investments and financial planning/investment management for women. I'm only interested in advisers who are passionate about ESG, are tired of the corporate game, and want to serve clients as they should be treated, not sell to them.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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