Overview

I currently run a financial planning practice with Northwestern Mutual. I've been practicing for 11 years and have experience in insurance planning, retirement planning, investment management, and fee based planning. I'm a CFP, CLU, ChFC, and hold my life, health, series 7, series 6, and series 63 licenses. I'm 33 years old and am I am motivated to grow and help clients get through retirement. With this in mind, we have designed the practice to help retiree's and pre-retirees live the life they envisioned after working with advisor teams for decades prior.

The vision is to get to $50 MM of AUM in the next 3 years and I'm open and willing to buy a practice if there happens to be a good fit.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...