Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
278 days old
General
Location
Minneapolis, MN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
100
Avg Client Age
55
Overview

I am in the aggressive growth phase of my career and looking for practices to acquire. I am a comprehensive financial planner that specializes in retirement income strategies. I hold a CFP, RICP, and ChFC designations.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...