Overview

Our firm is 100% fee based other than some Life Ins Commision from time to time. Our client base locaton is northern MN including the Mpls area.
We are looking to expand AUM of our advisory that my partner and I estableshed in 1991.
We also do 401k c 401k consulting. The 401k assets are not included in our AUM figures. We are seeking advisors that would like to sell their practice or advisors that would like to trade out an equity position in our firm for their business and stay on board with us.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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