We have some exciting news to share! We’re thrilled to announce that Locke Bielefeldt has been named to Forbes’ prestigious 2024 Best in State Advisors list. This recognition further underscores our commitment to providing high-quality and personalized financial guidance to our clients.
The selection criteria for this list includes not only managing assets, but also a deep focus on the positive impact that advisors have on their clients’ lives. Locke’s unwavering dedication to helping our clients build a secure and prosperous future is what has made this achievement possible.
Congratulations, Locke, on setting a standard of excellence! 🎉
Learn more and view the list here.
The Forbes Best-in-State Wealth advisor ranking, developed by SHOOK Research, is based on in person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings