Overview

I am looking for an opportunity to provide a succession route to a senior financial advisor who is preparing to retire and who cares deeply about his or her clients and wants to see those clients continue to succeed. I envision a successful transition taking place over a two or three year period of working together, for me to understand the financial situations of your clients and the various strategies you have been using with them to accomplish their goals. I would also like to speak with advisors who are interested in merging practices to share support staff, office space, and to provide an overall higher quality service to their clients.

Financial planning is the emphasis of my practice and best interest advising is a core value. My investment portfolios are typically compromised of mutual funds, etfs, and occasionally individual stocks and I manage all advisory accounts will full discretion. My clientele is diverse in age and net worth, but geographically concentrated in southeast MN. I have been a full time advisor since 2013; starting my practice with zero clients and growing organically, one client at a time, to get where I am today. My client retention rate is over 95%. I love what I do, it comes natural to me. My clients enjoy meetings with me and I with them.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,166 days old

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