Practice is 90% Fee based RIA and 10% brokerage based.
RIA side, financial planning and investment modeling. We employ algorithms to run the growth models and build income models separately.
On the brokerage side variable annuities, traditional mutual funds and fixed income.
Has Office Space to Share in Olympia, WA
Own 2500 square feet of office space. There are 12 offices within the two suites.