DENVER, Colo. — January 30, 2020 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 26 in Colorado in the 2020 Best-In-State Wealth Advisors list published by Forbes.
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
“This recognition is a testament to Steve’s commitment to providing personalized financial advice that helps clients reach their long-term financial goals,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “With increasing demand for advice from a trusted financial advisor, we applaud Steve for raising the bar in our industry and demonstrating the value of the independent model to build valued and lasting relationships with clients. On behalf of LPL, I thank him for the work he does in support of his clients.”
Steve Booren is based in Greenwood Village, Colorado and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, and more.
He is an independent advisor affiliated with LPL Financial, the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
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 is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Based on total revenues, Financial Planning magazine, June 1996-2019
LPL Financial, Forbes magazine and Prosperion Financial Advisors are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities & Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
https://prosperion.us/wp-content/uploads/2020/01/steve-booren-forbes-top-advisor.png13282732LPL Financialhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngLPL Financial2020-01-31 08:45:262020-01-31 08:45:26PRESS RELEASE: Steve Booren Recognized in Forbes as a 2020 Top Wealth Advisor in Colorado
After almost 45 years as a financial advisor, one realizes that there’s truth behind the phrase, “Reality is made up of circles, but we see straight lines.” Market cycles, crises, and investor behavior are all echoes of things we’ve seen in the past and will likely experience again in the future. No doubt the COVID-19 crisis impacts us all, and while it may feel like something completely new, it really isn’t.