Overview

I am looking to partner or purchase a practice to expand my business in the Twin Cities metro area. The ideal practice would be a smaller number of clients(25-100) with an advisor that is looking to transition out of the business in the next 1-3 years. I hold a Certified Financial Planner designation and am Series 7 & 63 licensed.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...