Kurt W. Whitesell Honored in Forbes’ Best-in-State Wealth Advisors List
Rapid City, South Dakota (February 22, 2018)—Whitesell Financial Group, in Rapid City, SD, today announces that Kurt W. Whitesell, CFP®, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list for 2018. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Kurt has been serving clients in the financial services industry since 1987. He specializes in retirement and wealth transfer strategies unique to business owners and high net worth professionals.
Wayne Bloom, CEO of Commonwealth Financial Network®, Whitesell Financial Group’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Kurt on being recognized by Forbes. Kurt continues to set himself apart from his peers—passionately advocating for his clients and delivering tailored, expert, independent advice. We remain committed to supporting Kurt Whitesell and will continue to provide the leading, client-forward technology and resources Whitesell Financial Group’s complex business demands.”
The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on 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). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized.
The full methodology2 that Forbes developed in partnership with SHOOK Research is available here:
Whitesell Financial Group has been providing individuals and organizations with financial guidance since 1987. Located at 817 Ninth St Rapid City, SD, (605) 348-1152, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.whitesellfinancialgroup.com. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.