Overview

Advisory team office, with 2 advisors and additional support staff. 1 advisor is a CFP. currently manage around 120MM.

Looking to purchase large and small books, or assist with advisors looking to retire. We would also considering adding advisors to the team, if you are looking to be a part of a bigger group with more resources. We are primarily looking in the MN / ND area as well as the AZ/NV area.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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