$23MM AUM | $200,000 GDC in Chanhassen, MN

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
Listing Age
641 days old
General
Location
Chanhassen, MN, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
50
Overview

I am looking to purchase a practice or merge with a practice with a succession plan in mind. I have been a financial advisor for 19 years, am 48 years old, and looking to grow my practice through acquisition. I have a mix of fee based business, brokerage accounts, variable annuities, and alternative investments.

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