Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
With over 40 years of experience, JNBA Financial Advisors, based in Minneapolis and Duluth, MN, as well as Bonita Springs, FL, operates as an independent fee-only fiduciary, focusing on customized financial life planning and investment strategies for its clients.
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