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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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