Previously Managing Director and Senior Portfolio Manager for Wells Fargo Advisors in St. Louis. Now an SEC Registered Investment Adviser for private clients, a sub-adviser to other RIAs, TAMPs, Banks and Broker Dealers. Currently our portfolios are on various platforms including Schwab Marketplace, TD Investment Center, Orion Communities, Sawtooth, SMArtX, Finiat and approved for Raymond James.
In my past life with major wirehouses, I have assisted advisors increase AUM through webinars and seminars. We also provide advisors valuation tools for equities, ETF's and Mutual Funds. If you are interested in increasing your managed AUM, please contact me.