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Wedel Financial Group Named Best in State Wealth Management Team

5/4/2023

5 Comments

 
Picture

Press Release:

Salina, KS 4/11/2023:
​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.
​
About Wells Fargo Advisors Financial Network
For more than 20 years, Wells Fargo Advisors Financial Network (FiNet), the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com
 
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Wedel Financial Group is a separate entity from WFAFN.
5 Comments
Financial Planning link
6/14/2023 12:03:36 am

Hey, thanks for sharing your knowledge about best in state wealth management team. I'm hooked on your blogs and can't wait to explore more on your website.

Reply
private wealth management link
7/24/2023 02:03:03 am

This is a very informative and helpful blog I have read in a very long time. It gives all the right information a person needs to know. I recommend you read this blog.

Reply
Harbor West link
11/24/2023 03:50:04 am

That is excellent news! Congratulations to the Wedel Financial Group for being named the best wealth management team in the state! This accomplishment demonstrates the team's dedication, expertise, and dedication to their clients' financial well-being. I've had the pleasure of working with them, and their professionalism and personalized approach truly distinguish them. Congratulations to the entire team on this well-deserved honor! Continue your wonderful effort in assisting individuals and families in securing their financial futures.

Reply
WhaleTracker 13F link
5/4/2024 12:34:18 pm

For deep dive into holdings of financial companies, Banks and money managers

Reply
SBA Loans link
6/27/2024 10:03:03 pm

SBA Lending Options for Small Businesses
SBA 7a
SBA 504
SBA Express
SBA MicroLoan

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