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
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...