Overview

My practice is currently 75% fee based and rest C shares. I focus on prudent portfolio management along with financial planning and realistic long term goals. I have a stable clientele that range from 45 years of age to 85. I also have a growing clientele of 35yr-45yr olds that have <350K in assets but hold great potential because of their income. I've been in practice for about 15 years and I'm looking to expand. Later this year, I'll be able to offer other custodians such as Schwab, Fidelity, and Ameritrade. I'll be beginning CFP studies in 2018.
Thank you for your consideration.
Jakub Kreuter


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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