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Carnegie Mellon University

Pittsburgh, Pennsylvania

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University of Pennsylvania

Philadelphia, Pennsylvania

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Michael Page, EA Licence No: 98C5473

Singapore, Singapore

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Credit Suisse

Sarnen, Switzerland

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DBS Bank Limited

Singapore, Singapore

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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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