$130MM AUM | $850,000 GDC in St. Louis Park, MN
Member is Interested In:
I am a young, 57, 34 year veteran with a sizable practice but long history of attracting advisors and training/transitioning them. My practice is scaling up to handle more clients and I am likely to be a competitive bidder for the right type of practice. I primarily work with retirees and pre-retirees with households in excess of $500,000. I do have junior advisors available to serve smaller balances. I have had no disclosures/complaints in my career to date. I am a former accountant with a great deal income tax expertise.