$1,100MM AUM | $6.5MM GDC in Red Wing, MN

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Red Wing, MN, US
Fee 0% Commission 100%
$6,500,000
Gross Revenue
21,000
# of Accounts
60
Avg Client Age
Overview

We are a multi-partner firm firm located in Red Wing MN and provide a full range of investment and financial services to our clients throughout the United States. We serve as OSJ for 7 branch offices of LPL Financial located throughout the Minneapolis-St. Paul area and Rochester. In total, our 18 advisors manage or advise approximately $1.1 billion of client assets. We have purchased 2 financial services practices since June 2015 and are interested in continuing to expand in Minnesota and Wisconsin.

Extended Profile Information

Loading...