Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 3 months
Profile Age
609 days old
General
Location
Maple Grove, MN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60.00
Gross Revenue
$650,000.00
# of Accounts
400
Avg Client Age
50
Overview

We are very quickly and actively looking to purchase a practice. It is a 2019 goal to finalize 1 or 2. We want to make sure we don't lose sight of the clients in the practice. We believe they are the ones that would benefit from us being chosen to consider. Our firm will continue for another 35 years. We offer multiple services outside the financial planning industry. We can help clients lives become easier.

We want to make sure the practice is made up of good people that want our help.

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