$280MM AUM in North Mankato, MN

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Continuity
Location
North Mankato, MN, US
Fee 0% Commission 100%
Avg Client Age
60
Overview

We have an established and successful firm that is looking to continue its positive growth through acquisitions. We have acquired practices in the past and found it to be a great experience for all involved - honoring the work that was done by the retiring adviser and allowing for the continued care of their clients.

We are also open to a potential merger if the right candidate(s) could be found. Our goal is to strengthen our overall firm and provide protection for our clients - taking advantage of resource sharing and ensuring long-term continuity.

Extended Profile Information

Loading...