PRESS RELEASE: Forbes Recognizes Steve Booren as a Best-In-State Wealth Advisor for 2024

DENVER, Colo. — April 5, 2024 – 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 are thrilled to extend our heartfelt congratulations to Steve for the well-deserved recognition from Forbes, on behalf of the entire team at LPL,” exclaimed Julian Lopez, LPL’s executive vice president of Independent Advisor Services Relationship Management. “This award showcases his dedicated efforts in guiding his clients towards financial success, especially during times of economic uncertainty and global challenges. LPL remains steadfast in our commitment to supporting ambitious advisors like Steve, equipping them with cutting-edge investment solutions, advanced technology platforms, 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) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

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.