Listing in Edina, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
73 days old
General
Compatibility
Location
Edina, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
Overview

I am a CFP® and CPA that recently started a fee-only financial planning and tax practice in Edina, Minnesota. My practice provides comprehensive financial planning, investment management and tax preparation services. I am interested in acquiring a tax practice or RIA. I am also open to purchasing clients from a practitioner interested in downsizing or scaling back.

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

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...