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Financial Advisor   

$11MM AUM | $85,000 GDC in White Bear Lake, MN

Member Level
Premier
Last Activity
today

Business Mix:

16% Comm
84% Fee

General

Location
White Bear Lake, MN, US
12 Month Gross Revenue
$85,000
Number of Accounts
80
Avg Client Age
57

Overview

I got in this business by circumstance. I've stayed in it to change it for the better for our clients! I love the "freeing" nature of the impact of our work on client's lives. I am CFP practitioner focused on changing the conversation with clients thru Financial Life Planning and Retirement Coaching for families and business owners. Financial Life Planning isn't just a buzzword. It is an intentional process to engage clients on an entirely different level producing outcome based results specific to their lives. I am interested in buying a practice, eventually setting up an RIA (hybrid maybe), or possibly joining a practice as part of a near-term succession plan. I'm open to flexible terms with the right potential seller/partner.

 
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