Overview

Hello, my name is Dakota. My team and I are searching to purchase other practices. The revenues from our practice consist of fee-only AUM, few-based financial planning, and occasional insurance product sales.
I have a bachelors degree in financial planning and am a candidate for the CFP designation.

Market
Advisor/RIA
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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