Wealth Enhancement Group, an independent wealth management firm, has announced that eleven of its financial advisors have been named to the Forbes 2023 ranking of Best-In-State Wealth Advisors.
1. Bryan Sadoff - #9 – Wisconsin
2. Dan Gensler - #48 – California – Southern CA
3. Jeff Bates - #5 – Tennessee
4. John Patterson - #11 – North Carolina – West
5. Kelly Crane - #57 – California – Northern CA
6. Kelly Graves - #6 – North Carolina – West
7. Kris Carroll - #7 – North Carolina - West
8. Michael Sadoff - #8 – Wisconsin
9. Michael Scroggins - #98 – Florida – South
11. Pete Hoover - #18 – Pennsylvania – East PA
This elite list annually recognizes the country’s top-performing financial advisors who are leading the way in offering best practices and providing a high-quality experience for their clients. Top advisors are presented on a state-by-state basis and the ranking is based on industry-specific qualitative and quantitative factors.
CEO of Wealth Enhancement Group Jeff Dekko said, “It is my pleasure to announce that eleven financial advisors from Wealth Enhancement Group have been included in the Forbes Best-In-State Wealth Advisors ranking this year. Congratulations to Bryan Sadoff, Dan Gensler, Jeff Bates, John Patterson, Kelly Crane, Kelly Graves, Kris Carroll, Michael Sadoff, Michael Scroggins, Mike Bohmer, and Pete Hoover, and to the dedicated teams who work alongside them every day.”
Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
About the Research Process
The Forbes ranking of Best-In-State Wealth Advisors is developed by SHOOK Research. Each advisor selected by SHOOK Research is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue production, and assets under management. SHOOK Research is the only rating firm that interviews advisors via telephone and in person. Portfolio performance is not an explicit component of the evaluation criteria. The award is not indicative of a professional’s future performance and may not be representative of any one client’s experience. SHOOK Research received almost 35,000 nominations based on high thresholds and qualifications. Approximately 20% were named to the final list. Learn more about the ranking methodology here.
About Forbes
Forbes (www.forbes.com) champions success by celebrating those who have made it, and those who aspire to make it. Forbes convenes and curates the most influential leaders and entrepreneurs who are driving change, transforming business and making a significant impact on the world. The Forbes brand today reaches more than 150 million people worldwide through its trusted journalism, signature LIVE and Forbes Virtual events, custom marketing programs and 47 licensed local editions in 80 countries.
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 49,000 households from our 90 offices -and growing -nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com
Contact information:
Marianne Gebhardt, Sr Marketing Communications Manager
mgebhardt@wealthenhancement.com
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
SHOOK Disclosures
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
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