Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
361 days old
General
Location
Colorado Springs, CO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$175,000.00
# of Accounts
500
Avg Client Age
50
Overview

I do a fair amount of work in Structured Notes, managed money, and alternatives. I am CFP Professional. I have spent a lot of time going back and forth into management and re-starting my producing career. I may be looking to merge/partner with someone moving toward retirement.

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