Forbes names best S.D. wealth advisers

Feb. 27, 2018

For the first time, Forbes has ranked each state’s top wealth advisers.

Of the 10 ranked in South Dakota, seven are based in Sioux Falls.

Forbes based its rankings on more than 21,000 nominations that were then subjected to criteria such as due diligence interviews and data. Advisers needed a minimum of seven years’ experience, and the algorithm weighted factors such as revenue trends, assets under management, compliance records, industry experiences and best practices. Portfolio performance was not a criteria because of the variety of client objectives and lack of audited data.

The top 10 in South Dakota are:

  1. David Olson, Merrill Lynch Wealth Management, Sioux Falls.
  2. Gordon Wollman, Cornerstone Financial Solutions/Raymond James, Sioux Falls.
  3. Todd Nelson, Merrill Lynch Wealth Management, Sioux Falls.
  4. Bill Lindquist, Merrill Lynch Wealth Management, Sioux Falls.
  5. Jeffrey Brecht, Merrill Lynch Wealth Management, Sioux Falls.
  6. Rob May, Wells Fargo Advisors, Sioux Falls.
  7. Craig Golz, Wells Fargo Advisors, Aberdeen.
  8. Mary Sterk, Sterk Financial Services, Dakota Dunes.
  9. Hugh Venrick, Morgan Stanley Wealth Management, Sioux Falls.
  10. Kurt Whitesell, Whitesell Financial Group, Rapid City.

To view the full list, click here. 

Forbes names best S.D. wealth advisers

For the first time, Forbes has ranked each state’s top wealth advisers.

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