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Financial Advisor

$10MM AUM | $10,000 GDC in Loveland, CO

Member Level
Basic
Last Activity
this week

Business Mix:

95% Comm
5% Fee

General

Location
Loveland, CO, US
12 Month Gross Revenue
$10,000
Number of Accounts
95
Avg Client Age
60

Overview

I am part of a small Financial Planning and Wealth Management office. We are independent, so we can tailor investments to our client's needs. We are completely non-proprietary so have no pressure to use any specific product or company. We pride ourselves in having personal relationships with our clients and taking personal interest in their finances.

My goal is to acquire additional clients from other independent advisors who may be looking to retire or downsize their business.

 
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