We succeed when you thrive

We are honored to be serving our clients while being recognized by national accredited publications and companies. We believe our success is the direct result of providing a reliable client-advisor relationship with a focus on diversified long-term strategies. Thank you for trusting us for over 27 years.

Jerry's 2020 accolades include being named one of Forbes "Best-In-State Wealth Advisors" and Barron's "Top 1,200 Advisors," ranking on both lists for the 3rd year in a row. He also earned a spot as one of Financial Times "400 Top Financial Advisers" in the U.S. for 2020 and has qualified for the Raymond James' Chairman's Council since 2013.


Best in State
Top 1200
Top 400

2020

2019

  • Forbes Best-in-State Wealth Advisors (#2 in Iowa)
  • Barron’s America’s Top 1200 Financial Advisors by State (#4 in Iowa)
  • Raymond James’ Chairman’s Council

2018

  • Forbes Best-in-State Wealth Advisors (#5 in Iowa)
  • Barron’s America’s Top 1200 Financial Advisors by State (#6 in Iowa)
  • Raymond James’ Chairman’s Council

2017

  • Raymond James’ Chairman’s Council

2016

  • Raymond James’ Chairman’s Council

2015

  • Raymond James’ Chairman’s Council
  • Financial Times 400 Top Financial Advisers

2014

  • Raymond James’ Chairman’s Council

2013

  • Raymond James’ Leader's Council

Raymond James Chairman's Council and Leader's Council Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. 
 

Barron's Top 1,200 Financial Advisors, 2020.  Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.  

The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking.  In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%).  The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond James. 


….here’s the thing about Americans: our darkest days have always – always – been followed by our finest hours.
Aaron Sorkin