PRESS RELEASE: Forbes Recognizes Steve Booren as a Best-In-State Wealth Advisor for 2025
DENVER, Colo. — April 15, 2025 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, CO, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Booren, Owner and Founder of Prosperion Financial Advisors was recognized as the no. 17 advisor in Colorado.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
“We extend our heartfelt congratulations to for the well-deserved recognition from Forbes,” said Julian Lopez, LPL’s executive vice president of Independent Advisor Services Relationship Management. “This award highlights Steve’s dedicated efforts in guiding his clients towards financial success, while helping them add inspiration and meaning to their lives and legacies. LPL is steadfast in our support of ambitious advisors like Steve, equipping them with sophisticated investment solutions, advanced technology, and extensive resources to provide unparalleled service and experiences for their clients.”
Steve Booren has over 40 years of experience in the financial services industry and provides full range of financial services, including retirement and financial planning, individual money management, and more.
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About Prosperion Financial Advisors
Since 1996, our financial advisors have offered fee-based, holistic financial advice designed to help our clients protect, invest, and grow their wealth. At Prosperion our advisors are free to serve their clients however they feel is best. That means our financial advice is untainted by a need to push products or generic recommendations.
Instead our advisors make every effort to understand their clients and build relationships based on trust, leadership, transparency, and respect. You have many choices for financial advisors in Denver, but we challenge you to find a group as dedicated to your success and financial well-being. We may not be your first advisor, but our goal is to be your last.
At Prosperion, we Care beyond advice™.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
LPL Financial, Forbes, SHOOK Research and Prosperion Financial Advisors are all separate entities.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Best-in-State Wealth Advisors list.
