Member Level
Last Activity
6 months or more
Profile Age
811 days old
Colorado Springs, CO, US
Profile Type
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

I am a seasoned 20-year CFP in a well-respected financial planning and wealth management firm. We have three offices and I manage one office and have two assistants. I do comprehensive financial planning for most clients through the use of financial planning software for a flat fee. I then manage assets on an AUM Fee, charged quarterly. I have life, accident and health lines of authority for life, annuity, and LTC insurance needs. Insurance is not my primary focus. I used to outsource insurance business however, I have been unimpressed with insurance "sales" representatives. I have tools to analyze the insurance "needs" for clients and help them understand how insurance would benefit them.

I have successfully completed a practice purchase and understand how the process works. I am looking to grow my practice through the acquisition of other financial planning practices as I am able to dedicate the time necessary for the transition. I am willing to purchase a practice with well-established relationships with the current advisor. Discussions and details on each client would be required as well as an introduction. The starting point is a conversation. I encourage you to reach out if I have peaked your interest.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds


Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred