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Nelson Financial Planning Logo
Nelson Financial Planning

Winter Park, Florida

City of Boca Raton

Boca Raton, Florida

Tallahassee Orthopedic Clinic

Tallahassee, Florida

BMSS Advisors & CPAs Logo
BMSS Advisors & CPAs

Birmingham, Alabama

Trouw Nutrition

Highland, Illinois

BR+A Consulting Engineers

Boston, Massachusetts

World Insurance LLC

Lakewood, New Jersey

Opus Financial Solutions LLC Logo
Opus Financial Solutions LLC


Treasure Valley Community College

Ontario, Oregon

College of Healthcare Information Management Executives (CHIME) Logo
College of Healthcare Information Management Executives (CHIME)

Chicago, Illinois

Boomerang Information Services, Inc. Logo
Boomerang Information Services, Inc.

Chicago, Illinois

Benford Brown & Associates, LLC Logo
Benford Brown & Associates, LLC

Chicago, Illinois

Evolve Financial Logo
Evolve Financial

Lombard, Illinois

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Financial Advisor
Is this you? You want the freedom to serve your clients the right way. You want to own your own book. You want to run your practice as your own small business with the support you need to do it well. Work from home or an office?  Your choice. If that's you, then let's talk.  I am looking for a CFP who’s ready to break into independence and perhaps take over my firm in the next 3-5 years. Who we are Fee-based, independent RIA based in the western suburbs of Minneapolis. Three reps: I'm in Mpls., one rep is in Wisconsin, and the third is in Iowa.  They are independent contractors for whom I provide compliance, model portfolios, and casework consulta

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