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We are a multi-partner firm headquartered in Red Wing MN and provide a full range of investment and financial services to our clients throughout the United States. We serve as OSJ for 8 branch offices of LPL Financial located throughout the Minneapolis-St. Paul area and Rochester. In total, our 17 advisors manage or advise approximately $1.1 billion of client assets. We have purchased 3 financial services practices since June 2015 and are interested in continuing to expand in Minnesota and Wisconsin through acquisition of practices and recruiting of independent advisors and offices.

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