Awards and Recognition
Named a 2023
Wealthmanagement.com Industry
Awards (Wealthies) winner in
three categories1
Press Release
Honored with two ThinkAdvisor
LUMINARIES Awards in the
categories of Executive Leadership
and Thought Leadership and
Education2
Press Release
Recipient of Top Workplace Iowa (13),
Top Workplace USA (3), and Top
Workplace Financial Services Industry
(2) awards3
Press Release
Named third in overall satisfaction
among independent advisors by J.D.
Power and Associates4
Rankings
Ranking received in the 2023
InvestmentNews Independent
Broker-Dealer rankings. Ranking
based on total revenue.5
Rankings
Ranking received in the 2023
InvestmentNews Independent
Broker-Dealer rankings. Ranking
based on revenue growth.6
Rankings
1WealthManagement.com, Wealthies Awards, 2023. Finalists and winners are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit https://informaconnect.com/wealth management industry awards/2023 finalists and winners/
2ThinkAdvisor LUMINARIES, Class of 2021. Winners are chosen based on nominations. To learn more about the award criteria, visit https://event.thinkadvisor.com/ luminariesawards/criteria. Amy Webber was a member of the judging panel at ThinkAdvisor but did not vote for any category in which our firm was nominated.
3The Top Workplace in Iowa, 2011-2023; The Top Workplace USA, 2021-2023; The Financial Services Industry Top Workplace, 2022-2023, recognitions are determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at https://topworkplaces.com/resources/national top workplaces methodology/
4The U.S. Financial Advisor Satisfaction Study measures satisfaction among both employee advisors (those who are employed by an investment services firm) and independent advisors (those who are affiliated with a broker dealer but operate independently) based on six key factors (in alphabetical order): compensation; leadership and culture; operational support; products and marketing; professional development; and technology.
5Based on total revenue. Ranking received in the 2023 InvestmentNews Independent Broker Dealer industry survey rankings.
6Based on revenue growth. Ranking received in the 2023 InvestmentNews Independent Broker Dealer industry survey rankings.