PRESS RELEASE: Steve Booren Recognized as One of America’s Top Financial Advisors by Barron’s

barron's top financial advisors 2024

Denver, Colo. — March 25, 2024 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, Colorado, has been honored as one of Barron’s 2024 Top 1,200 Financial Advisors in America, an initiative to connect investors to the best wealth management professionals in their area. Booren, Founder of Prosperion Financial Advisors was recognized as the No. 10 advisor in Colorado.

The annual list highlights outstanding financial advisors from all 50 states based on data from approximately 6,000 financial professionals, according to Barron’s. Advisors are assessed based on varying factors including: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The full report, which showcases the top advisors by state, can be viewed here.

“On behalf of the entire team at LPL, I’m excited to congratulate Steve Booren on this esteemed industry recognition from Barron’s,” said Julian Lopez, LPL executive vice president, Independent Advisor Services Relationship Management. “This award demonstrates his thoughtful commitment to helping his clients chart a path forward toward their financial goals amidst economic uncertainty and global strife. LPL is committed to empowering growth-minded advisors like Steve with the investment solutions, technology platforms, resources and services they need to deliver an exceptional experience for their clients.”

Booren has more than 40 years of experience in the financial services industry and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, and more.

Booren is a financial advisor affiliated with LPL Financial, a leading wealth management firm that supports financial advisors.

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.

*Barron’s Top 1,200 Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

LPL Financial, Barron’s and Prosperion Financial Advisors are all separate entities.