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Financial Advisor   

$10MM AUM | $85,000 GDC in White Bear Lake, MN

Member Level
Basic
Last Activity
2 weeks

Business Mix:

16% Comm
84% Fee

General

Location
White Bear Lake, MN, US
12 Month Gross Revenue
$85,000
Number of Accounts
150
Avg Client Age
57

Overview

CFP practitioner focused on Financial Life Planning and Retirement Coaching for families and business owners. Interested in buying a practice, setting up an RIA (hybrid maybe), and possibly joining a practice as part of a near-term succession plan.

 
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