Firm: Granite Financial (Securities America)
City: Saint Cloud, Minn.
Years as advisor: licensed since 1991, started as insurance agent 1989
Years with current firm: 21
AUM: $73.7 million
12-mo. Production: $681,000
Product Mix: Stocks and bonds 1%, insurance 8%, managed accounts 59%; annuities, 32%
Specialty: retirement, income distribution and estate planning....More