The Wedel Financial Group has been recognized on the Forbes Best in State Wealth Management Teams list.
The accolade represents a list of professionals that come to work with one goal in mind-helping their clients succeed.
“It’s an honor to be recognized by Forbes as one of the top Wealth Management Teams in the state, said K. Mark Wedel, managing partner.
Wedel Financial Group has more than 150 years combined experience in the financial services industry.
- The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
