Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Minneapolis, MN, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$360,000.00
# of Accounts
200
Avg Client Age
50
Overview

Managing Member of a Comprehensive Financial Planning and Investment Advisory Firm within an Independent RIA Firm with a BD affiliation. I am looking for opportunities to grow through merger, acquisition, and/or succession. I am a Chartered Financial Analyst & CERTIFIED FINANCIAL PLANNER with over 15 years experience in the financial advice industry, and am under the age of 40. I have completed merger/acquisitions in the past, and have the competency, capacity, and practice framework/team/systems to help an Advisor smoothly transition towards retirement.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...