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Financial Advisor   

$35MM AUM | $245,000 GDC in Rochester, MN

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Rochester , MN, US
12 Month Gross Revenue
$245,000
Number of Accounts
380
Avg Client Age
380

Overview

I run a small book ($35MM) comprised of approximately 80% fee based, and 20% commission (insurance and investment) based. I currently live in the Twin Cities, and am looking to partner or purchase a practice to expand my business in the Twin Cities metro area. I hold a Certified Financial Planner designation.

 
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