FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Discovering Your Client

Describe your ideal client to me... Male or female? Age? What car do they drive? Income? Clothing? Personality? Etc.

50+, down to earth, friendly and honest, not looking for “magic”.

Do you serve clients in a specific geographic area?

No, but primarily central Minnesota and Twin Cities.

Are there any specific groups of clients or niches that you serve? What percentage of your client base is made up of that niche?

Medical Professionals (20%) Retirees (40%)

What values are shared between you and your typical client? (Family, faith, loyalty, honesty, ect.)

Family, faith, political and world, honesty.