$350,000 AUM | $180,000 GDC in Rapid City, SD

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Rapid City, SD, US
Fee 0% Commission 100%
Gross Revenue
$180,000.00
# of Accounts
170
Avg Client Age
58
Overview

I have had only 2 career paths in the past 49 years of my life. I have spent many not only growing this practice but also helping people understand the complex and evolving changed in our world. Many people do not understand that the governmental/ taxes/ and geopolitical environment in their lives that we take for granite. These will have a major affect in their life as well as their heirs/ beneficiaries. My desires is to help people/families to discover and obtain their possibilities through financial planning and the ongoing changed in their lives. I am experienced with 1031 / 1035 exchanges as well as other investment strategies. I work with individual, business owners, and farm transactions in accumulation and succession planning. I will use my own experiences to coach individuals what to do as well as NOT to do. Too young to retire! Too old to change again! I love what I do. Looking to help advisers in transition times of their changing lifestyle paths.

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