By |2022-04-11T10:08:56-04:00April 11th, 2022|award, company news, in the news, News|

April 11, 2022

Erik Strid was ranked #50 on Forbes’ 2022 “Best-In-State Wealth Advisors” list. Published annually, this list spotlights more than 6,500 advisors — researched, interviewed, and assigned a ranking by SHOOK Research. For more information on the methodology, please see: Methodology: Forbes Best-In-State Wealth Advisors 2022

This is Erik’s 2nd consecutive year being recognized (he was #55 in 2021).

Congratulations to Erik for this recognition.

Check out the full list: 2022 Best-In-State Wealth Advisors

Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.

SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

By |2022-04-11T10:08:56-04:00April 11th, 2022|award, company news, in the news, News|

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