Overview

I am building an office in Sioux Falls SD and hope to acquire some books of business to accelerate the growth plan. I prefer small acquisitions to start. I have been in the business 30 years, and IRA most of that time, and am fee only. I am a CFP. In addition my son, who is part of the company, is a CPA and just purchased a CPA firm so we would consider purchasing other CPAs as well as investment and planning practices.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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