Paul A. Schluckebier is proud to be
named to the 2020 Forbes’ Best-In-State Wealth Advisor list
We congratulate Paul on being named for the third year in a row to Forbes’ Best-In-State Wealth Advisors list.* The list spotlights more than 4,000 top-performing advisors selected from a pool of 32,000. Advisors were nominated by their firms then researched, interviewed, and assigned rankings within their respective states.
*Forbes “Best-In-State Wealth Advisors,” January 16, 2020, February 21, 2019, and February 15, 2018. Advisors in the Best-In-State Wealth Advisors list are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.