Siouxland Certified Financial Planner Named to Forbes List - 2018 Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Advisors list. “While my name might be on the list, this recognition is really about the Sterk Financial Team and their 14+ years of unparalleled dedication and efforts to create an exceptional client experience and team culture.” says Sterk.
Mary also attended the Top Advisors conference in Las Vegas. Forbes and SHOOK Research hosted the gathering of the world’s top wealth advisors and industry leaders. This exclusive forum—convening a group that represents nearly $1 trillion of assets under management—provided high-level insights tailored for America’s most elite advisors.
Sterk went through a rigorous screening process. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Criteria include years of industry experience and weights factors like revenue trends, assets under management, compliance records, and those that encompass best practices in their approach to working with clients. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Forbes Best in State Wealth Advisor 2018 Award was determined by interviews with advisors with more than 7 years total experience who were nominated by their firm, along with compliance records, assets under management, and other data. The award is not based on client reviews or on portfolio performance.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.