Overview

I am a Dually Registered Advisor (mostly RIA business) at a premier National BD. I would like to purchase another advisory business with annual revenue between $100,000 and $1 million and have capital to do so. I am a CFP with over 27 years experience as an independent advisor. Most of my business is providing investment advice for a fee, but I also do comprehensive financial planning and take care of insurance for clients that have that need. I highly value client communication and personalizing services to each client. I have great technology, which helps streamline my business and provides easy access for clients to view their accounts. Ideally the seller would be in the Twin Cities area. I am also looking to purchase an established practice in Florida. I plan to be in the business another 20-25 years.

Market
Advisor/RIA
Last Activity
this month

Business Data

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