Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
1,124 days old
General
Location
Northfield, MN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$650,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are an independent, second generation wealth management and financial advising firm, in business since 1984. We would like to discuss becoming a successor, and forming a continuity relationship with a firm or an advisor that is looking for the seamless care and the well-being of their clients. Following your timeline, we would like to discuss a succession or acquisition plan for your firm and clients that makes sense for all parties involved. We have been successors for multiple advisors in the past, and with thorough planning, they have all been well received by the transitioning clients. We are seeking quality relationships and a well thought out succession or transition of your firm, and are open to discussing your needs and plans.

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