Overview

I am an Independent Advisor in a RIA Firm in Golden Valley, MN. 95% of my business is fee based. I prefer the Charles Schwab Institutional platform but have options to use others. I started my business in 2000 and have built a nice practice with $51,000,000 under management.
I have clients nation wide but the majority of them live in the Minneapolis/ St. Paul Area as well as Duluth, MN.

Market
RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
68 days old

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