Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
135 days old
General
Location
Chesterfield, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$300,000.00
# of Accounts
606
Avg Client Age
65
Overview

I am an Investment Advisor Representative with 18 years' experience, clean record, MBA, and genuinely enjoy helping others. I have an efficient, well-trained staff that helps with client service so that I can focus on financial planning and investment selection using the most modern theories and technology.

I offer informal financial planning for free for those who just want/need a simple plan. I offer more advanced financial planning for a fee for those who take planning seriously and want to focus on creating a plan that really works for them and revisit it from time to time. I believe I have another 20 years in the business or more, as my mentors and my father all worked well into their 70s.

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