DENVER, Colo. — April 18, 2022 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 39 in Colorado in Forbes’ 2022 Best-In-State Wealth Advisors list.
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the full list.
“On behalf of LPL, I’m thrilled to congratulate Steve Booren for this distinguished industry recognition from Forbes,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “With more than 40 years in the financial service industry, Steve has become an experienced source of knowledge and support for their clients. As a top advisor in Colorado, Steve is harnessing the value of the independent model to provide a differentiated client experience and most importantly, help make a meaningful impact on the lives 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.
Steve 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
Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC.
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 LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Forbes 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.
https://prosperion.us/wp-content/uploads/2021/02/forbes-top-advisors-steve-booren.png12922658Administratorhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngAdministrator2022-05-04 12:37:022022-05-04 12:37:41PRESS RELEASE: Steve Booren Recognized in Forbes as a 2022 Best-in-State Wealth Advisor
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