Chuck Olsen of CalmWater Financial Group® Honored in Forbes Best-in-State Wealth Advisor List for 2022

Presented by CalmWater Financial Group

 

Norfolk, NE (April, 2022) CalmWater Financial Group®, a provider of financial services in Norfolk, NE is proud to announce that Chuck Olsen has been named to ForbesPublication’s list of Best-in-State Wealth advisors list for 2022. The list is published here https://www.forbes.com/best-in-state-wealth-advisors/#4987864291d1. 

According to Forbes , a leading financial publication, the ranking reflects a proven record of guiding clients through life’s important financial decisions.

Forbes’ Best-In-State Wealth Advisors (2022)
Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized.  This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here
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