Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Arden Hills, MN, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$7,500.00
# of Accounts
10
Avg Client Age
50
Overview

I currently recruit, coach, and supervise approximately 45 financial advisers for a locally based independent BD. In this role, I help advisers more effectively market and grow their practice. I office in Arden Hills, MN, however the advisers I work with are spread out across the country.

I also have a small personal book of business. I am looking to grow that book in the next few years through marketing and possibly acquisition / succession. I live in Plymouth, MN with my wife and three boys. We are active in the community and I see myself growing the book here in the northwest metro.

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