Overview

IAR working in a family business with multi-generations. Been an advisor now for 20 years. Have built my business client by client through marketing and referrals. At a very comfortable point now with AUM and income but looking at the long-term ahead and growth. Interested in buying other good quality books of business. Have the ability to take on more clients. Have been doing a radio show locally that is also a podcast and have taken on clients from all over the US as a result with that exposure. Look forward to any conversations about potential books of business for sale in either MN or WI, also possibly FL. Went through a few difficult years when one of our kids was going through cancer treatment and now we are on the other side of that with a healthy child and excited about what the future holds for myself as well as my family.

Market
Advisor/RIA
Last Activity
within 3 months

Business Data

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