Forbes Best-In-State Wealth Advisor 2023
Shawn Greseth named as one of Forbes Best-in-State Wealth Advisors for 2023
Minneapolis – April 26, 2023 – Shawn Greseth, Managing Director, of Greseth Financial Group in Minneapolis has been recognized as one of Forbes Best-in-State Wealth Advisors for 2023.
This accolade represents a list of professionals who come to work with one goal in mind – helping their clients succeed.
To make the Forbes Best-in-State Wealth Advisors list, each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management.
“It’s an honor to be recognized by Forbes and SHOOK Research as one of the Best-in-State Advisors,” said Greseth. “As investment planning has become more complex, my top priority is to work with my clients to develop strategies to help give them confidence around all facets of their financial lives and achieve their short- and long-term investment goals.”
ShawnGreseth has nearly 30 years of industry experience in the financial services industry. He is a graduate of Minnesota State University Moorhead, earning a Bachelor of Science degree in Accounting and Finance.
Ranking Disclosure: The Forbes Best-in-State Wealth Advisors 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. A 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, 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. Greseth Financial Group is a separate entity from Wells Fargo Advisors Financial.
Custom Practice Disclosure: Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Greseth Financial Group is a separate entity from WFAFN. Greseth Financial Group and associates referenced, when registered, are registered with Wells Fargo Advisors Financial Network, LLC.
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